Viewpoint Investment Partners’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
Q3 | – | Sell |
-8,250
| Closed | -$278K | – | 14 |
|
|
2021
Q2 | $278K | Buy |
8,250
+2,400
| +41% | +$80.9K | 0.18% | 11 |
|
|
2021
Q1 | $190K | Sell |
5,850
-3,150
| -35% | -$102K | 0.14% | 12 |
|
|
2020
Q4 | $306K | Buy |
+9,000
| New | +$306K | 0.29% | 10 |
|
|
2020
Q3 | – | Sell |
-5,850
| Closed | -$199K | – | 11 |
|
|
2020
Q2 | $199K | Buy |
+5,850
| New | +$199K | 0.19% | 10 |
|