USCA RIA’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
Q1 | – | Sell |
-13,450
| Closed | -$390K | – | 442 |
|
2019
Q4 | $390K | Hold |
13,450
| – | – | 0.03% | 363 |
|
2019
Q3 | $379K | Hold |
13,450
| – | – | 0.04% | 340 |
|
2019
Q2 | $363K | Hold |
13,450
| – | – | 0.04% | 342 |
|
2019
Q1 | $333K | Hold |
13,450
| – | – | 0.04% | 332 |
|
2018
Q4 | $331K | Buy |
+13,450
| New | +$331K | 0.04% | 317 |
|