SMG
Spectrum Management Group’s iShares Gold Trust IAU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-2,773
| Closed | -$45K | – | 269 |
|
|
2021
Q1 | $45K | Sell |
2,773
-925
| -25% | -$15K | 0.01% | 152 |
|
|
2020
Q4 | $67K | Sell |
3,698
-2,683
| -42% | -$48.6K | 0.01% | 133 |
|
|
2020
Q3 | $115K | Hold |
6,381
| – | – | 0.03% | 118 |
|
|
2020
Q2 | $108K | Sell |
6,381
-3,813
| -37% | -$64.5K | 0.03% | 118 |
|
|
2020
Q1 | $154K | Hold |
10,194
| – | – | 0.05% | 97 |
|
|
2019
Q4 | $148K | Buy |
10,194
+2,126
| +26% | +$30.9K | 0.06% | 107 |
|
|
2019
Q3 | $114K | Hold |
8,068
| – | – | 0.04% | 114 |
|
|
2019
Q2 | $109K | Hold |
8,068
| – | – | 0.03% | 125 |
|
|
2019
Q1 | $100K | Hold |
8,068
| – | – | 0.03% | 109 |
|
|
2018
Q4 | $99K | Hold |
8,068
| – | – | 0.03% | 97 |
|
|
2018
Q3 | $92K | Buy |
8,068
+858
| +12% | +$9.78K | 0.03% | 108 |
|
|
2018
Q2 | $87K | Hold |
7,210
| – | – | 0.03% | 111 |
|
|
2018
Q1 | $92K | Hold |
7,210
| – | – | 0.03% | 101 |
|
|
2017
Q4 | $90K | Hold |
7,210
| – | – | 0.03% | 104 |
|
|
2017
Q3 | $89K | Buy |
+7,210
| New | +$89K | 0.03% | 145 |
|