Sunflower Bank Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $4.7M | Buy |
130,729
+122,421
| +1,474% | +$4.4M | 1.57% | 12 |
|
|
2020
Q2 | $282K | Buy |
8,308
+2,825
| +52% | +$95.9K | 0.09% | 107 |
|
|
2020
Q1 | $165K | Hold |
5,483
| – | – | 0.06% | 115 |
|
|
2019
Q4 | $159K | Sell |
5,483
-130,040
| -96% | -$3.77M | 0.05% | 130 |
|
|
2019
Q3 | $3.82M | Buy |
135,523
+129,218
| +2,049% | +$3.64M | 1.22% | 17 |
|
|
2019
Q2 | $170K | Hold |
6,305
| – | – | 0.05% | 131 |
|
|
2019
Q1 | $156K | Buy |
6,305
+945
| +18% | +$23.4K | 0.05% | 129 |
|
|
2018
Q4 | $132K | Hold |
5,360
| – | – | 0.04% | 127 |
|
|
2018
Q3 | $123K | Sell |
5,360
-1,460
| -21% | -$33.5K | 0.03% | 134 |
|
|
2018
Q2 | $164K | Sell |
6,820
-174,705
| -96% | -$4.2M | 0.05% | 139 |
|
|
2018
Q1 | $4.62M | Buy |
+181,525
| New | +$4.62M | 1.28% | 17 |
|