Watermark Asset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-2,390
| Closed | -$61K | – | 249 |
|
|
2018
Q1 | $61K | Sell |
2,390
-820
| -26% | -$20.9K | 0.03% | 86 |
|
|
2017
Q4 | $80K | Hold |
3,210
| – | – | 0.03% | 76 |
|
|
2017
Q3 | $79K | Hold |
3,210
| – | – | 0.03% | 74 |
|
|
2017
Q2 | $77K | Hold |
3,210
| – | – | 0.03% | 78 |
|
|
2017
Q1 | $77K | Buy |
+3,210
| New | +$77K | 0.04% | 75 |
|