Verde Capital 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 | |
---|---|---|---|---|---|---|---|---|
2021
Q1 | – | Sell |
-25,270
| Closed | -$916K | – | 41 |
|
2020
Q4 | $916K | Sell |
25,270
-5,003
| -17% | -$181K | 0.46% | 31 |
|
2020
Q3 | $1.09M | Sell |
30,273
-7,440
| -20% | -$268K | 0.62% | 25 |
|
2020
Q2 | $1.28M | Sell |
37,713
-19,716
| -34% | -$670K | 0.84% | 18 |
|
2020
Q1 | $1.73M | Sell |
57,429
-46,184
| -45% | -$1.39M | 1.23% | 13 |
|
2019
Q4 | $3.01M | Buy |
+103,613
| New | +$3.01M | 1.75% | 15 |
|