USAdvisors 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 | |
---|---|---|---|---|---|---|---|---|
2019
Q1 | – | Sell |
-6,669
| Closed | -$164K | – | 49 |
|
2018
Q4 | $164K | Hold |
6,669
| – | – | 0.13% | 42 |
|
2018
Q3 | $152K | Buy |
6,669
+1,100
| +20% | +$25.1K | 0.11% | 64 |
|
2018
Q2 | $133K | Sell |
5,569
-2,600
| -32% | -$62.1K | 0.1% | 64 |
|
2018
Q1 | $208K | Buy |
8,169
+2,850
| +54% | +$72.6K | 0.17% | 55 |
|
2017
Q4 | $133K | Buy |
+5,319
| New | +$133K | 0.11% | 61 |
|