SVB Investment Services’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
Q1 | – | Sell |
-1,918
| Closed | -$70K | – | 41 |
|
2020
Q4 | $70K | Hold |
1,918
| – | – | 0.05% | 49 |
|
2020
Q3 | $69K | Hold |
1,918
| – | – | 0.06% | 47 |
|
2020
Q2 | $65K | Sell |
1,918
-1,043
| -35% | -$35.3K | 0.06% | 44 |
|
2020
Q1 | $89K | Hold |
2,961
| – | – | 0.08% | 40 |
|
2019
Q4 | $86K | Buy |
+2,961
| New | +$86K | 0.08% | 42 |
|