VSR Financial Services’s iShares Gold Trust IAU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | $154K | Buy |
6,027
+593
| +11% | +$15.2K | 0.03% | 458 |
|
|
2016
Q1 | $129K | Buy |
5,434
+110
| +2% | +$2.61K | 0.01% | 533 |
|
|
2015
Q4 | $109K | Buy |
+5,324
| New | +$109K | 0.01% | 557 |
|
|
2014
Q4 | – | Sell |
-5,770
| Closed | -$135K | – | 593 |
|
|
2014
Q3 | $135K | Sell |
5,770
-250
| -4% | -$5.85K | 0.02% | 563 |
|
|
2014
Q2 | $155K | Sell |
6,020
-375
| -6% | -$9.66K | 0.02% | 545 |
|
|
2014
Q1 | $159K | Buy |
+6,395
| New | +$159K | 0.02% | 551 |
|
|
2013
Q4 | – | Sell |
-7,160
| Closed | -$185K | – | 583 |
|
|
2013
Q3 | $185K | Sell |
7,160
-2,374
| -25% | -$61.3K | 0.03% | 489 |
|
|
2013
Q2 | $229K | Buy |
+9,534
| New | +$229K | 0.05% | 436 |
|