Stearns Financial Services Group’s iShares Gold Trust IAU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $51M | Buy |
1,416,901
+64,301
| +5% | +$2.31M | 7.98% | 2 |
|
|
2020
Q2 | $46M | Sell |
1,352,600
-6,214
| -0.5% | -$211K | 7.22% | 3 |
|
|
2020
Q1 | $41M | Buy |
1,358,814
+226,887
| +20% | +$6.84M | 7.27% | 3 |
|
|
2019
Q4 | $32.8M | Buy |
1,131,927
+540,070
| +91% | +$15.7M | 5.43% | 6 |
|
|
2019
Q3 | $16.7M | Buy |
591,857
+29,127
| +5% | +$821K | 2.95% | 11 |
|
|
2019
Q2 | $15.2M | Buy |
562,730
+23,165
| +4% | +$625K | 2.77% | 11 |
|
|
2019
Q1 | $13.4M | Buy |
539,565
+43,191
| +9% | +$1.07M | 2.52% | 11 |
|
|
2018
Q4 | $12.2M | Buy |
+496,374
| New | +$12.2M | 2.5% | 10 |
|