TWM
Torch Wealth Management’s iShares Gold Trust IAU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $3.29M | Buy |
226,934
+600
| +0.3% | +$8.7K | 1.82% | 9 |
|
|
2019
Q3 | $3.19M | Hold |
226,334
| – | – | 1.89% | 11 |
|
|
2019
Q2 | $3.06M | Sell |
226,334
-100
| -0% | -$1.35K | 1.83% | 11 |
|
|
2019
Q1 | $2.8M | Sell |
226,434
-5,276
| -2% | -$65.3K | 1.73% | 12 |
|
|
2018
Q4 | $2.85M | Sell |
231,710
-2,400
| -1% | -$29.5K | 2.04% | 10 |
|
|
2018
Q3 | $2.68M | Sell |
234,110
-2,550
| -1% | -$29.1K | 1.6% | 15 |
|
|
2018
Q2 | $2.85M | Sell |
236,660
-4,600
| -2% | -$55.3K | 1.79% | 13 |
|
|
2018
Q1 | $3.07M | Sell |
241,260
-600
| -0.2% | -$7.64K | 1.99% | 8 |
|
|
2017
Q4 | $3.03M | Sell |
241,860
-1,850
| -0.8% | -$23.1K | 1.85% | 12 |
|
|
2017
Q3 | $3M | Buy |
243,710
+114,310
| +88% | +$1.41M | 1.97% | 10 |
|
|
2017
Q2 | $1.55M | Sell |
129,400
-400
| -0.3% | -$4.78K | 1.07% | 32 |
|
|
2017
Q1 | $1.56M | Sell |
129,800
-700
| -0.5% | -$8.41K | 1.04% | 37 |
|
|
2016
Q4 | $1.45M | Hold |
130,500
| – | – | 1.02% | 42 |
|
|
2016
Q3 | $1.66M | Sell |
130,500
-300
| -0.2% | -$3.81K | 1.21% | 30 |
|
|
2016
Q2 | $1.67M | Sell |
130,800
-2,700
| -2% | -$34.5K | 1.22% | 28 |
|
|
2016
Q1 | $1.59M | Hold |
133,500
| – | – | 1.19% | 31 |
|
|
2015
Q4 | $1.37M | Sell |
133,500
-1,100
| -0.8% | -$11.3K | 1% | 37 |
|
|
2015
Q3 | $1.45M | Buy |
134,600
+400
| +0.3% | +$4.31K | 1.12% | 32 |
|
|
2015
Q2 | $1.52M | Sell |
134,200
-800
| -0.6% | -$9.07K | 1.05% | 39 |
|
|
2015
Q1 | $1.55M | Buy |
+135,000
| New | +$1.55M | 1.2% | 34 |
|