Sonora Investment Management’s iShares Gold Trust IAU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $95K | Hold |
2,833
| – | – | 0.01% | 309 |
|
|
2021
Q2 | $96K | Sell |
2,833
-1
| -0% | -$34 | 0.01% | 286 |
|
|
2021
Q1 | $92K | Sell |
2,834
-268
| -9% | -$8.7K | 0.01% | 428 |
|
|
2020
Q4 | $112K | Buy |
3,102
+284
| +10% | +$10.3K | 0.01% | 396 |
|
|
2020
Q3 | $101K | Sell |
2,818
-1
| -0% | -$36 | 0.01% | 385 |
|
|
2020
Q2 | $96K | Buy |
2,819
+201
| +8% | +$6.85K | 0.01% | 348 |
|
|
2020
Q1 | $79K | Buy |
2,618
+2
| +0.1% | +$60 | 0.01% | 356 |
|
|
2019
Q4 | $76K | Buy |
2,616
+69
| +3% | +$2.01K | 0.01% | 402 |
|
|
2019
Q3 | $72K | Hold |
2,547
| – | – | 0.01% | 411 |
|
|
2019
Q2 | $69K | Buy |
2,547
+266
| +12% | +$7.21K | 0.01% | 421 |
|
|
2019
Q1 | $56K | Buy |
+2,281
| New | +$56K | 0.01% | 444 |
|
|
2018
Q4 | – | Sell |
-2,090
| Closed | -$48K | – | 1270 |
|
|
2018
Q3 | $48K | Buy |
+2,090
| New | +$48K | 0.01% | 428 |
|
|
2016
Q3 | – | Sell |
-396
| Closed | -$10.1K | – | 864 |
|
|
2016
Q2 | $10.1K | Buy |
+396
| New | +$10.1K | ﹤0.01% | 599 |
|