WKWM
Walter & Keenan Wealth Management’s iShares Gold Trust IAU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-11,130
| Closed | -$142K | – | 178 |
|
|
2018
Q1 | $142K | Hold |
11,130
| – | – | 0.06% | 173 |
|
|
2017
Q4 | $139K | Hold |
11,130
| – | – | 0.06% | 177 |
|
|
2017
Q3 | $137K | Buy |
+11,130
| New | +$137K | 0.06% | 164 |
|
|
2016
Q3 | – | Sell |
-10,000
| Closed | -$128K | – | 145 |
|
|
2016
Q2 | $128K | Hold |
10,000
| – | – | 0.07% | 137 |
|
|
2016
Q1 | $119K | Hold |
10,000
| – | – | 0.07% | 134 |
|
|
2015
Q4 | $102K | Hold |
10,000
| – | – | 0.06% | 135 |
|
|
2015
Q3 | $108K | Buy |
+10,000
| New | +$108K | 0.07% | 132 |
|
|
2015
Q2 | – | Sell |
-10,000
| Closed | -$115K | – | 143 |
|
|
2015
Q1 | $115K | Hold |
10,000
| – | – | 0.07% | 137 |
|
|
2014
Q4 | $114K | Hold |
10,000
| – | – | 0.06% | 138 |
|
|
2014
Q3 | $117K | Hold |
10,000
| – | – | 0.07% | 141 |
|
|
2014
Q2 | $129K | Hold |
10,000
| – | – | 0.07% | 146 |
|
|
2014
Q1 | $124K | Buy |
+10,000
| New | +$124K | 0.07% | 139 |
|