Wealthspire Advisors (Maryland)’s iShares Gold Trust IAU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $448K | Buy |
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|
2020
Q2 | $370K | Sell |
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|
2020
Q1 | $335K | Buy |
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|
2019
Q4 | $264K | Hold |
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|
2019
Q3 | $257K | Sell |
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|
2019
Q2 | $450K | Hold |
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|
2019
Q1 | $413K | Sell |
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|
2018
Q4 | $444K | Sell |
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|
2018
Q3 | $428K | Sell |
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|
2018
Q2 | $588K | Hold |
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|
2018
Q1 | $623K | Buy |
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|
2017
Q4 | $70K | Hold |
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|
2017
Q3 | $69K | Buy |
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|
2017
Q2 | $64K | Buy |
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|
2017
Q1 | $6K | Hold |
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|
2016
Q4 | $5K | Sell |
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|
2016
Q3 | $30K | Buy |
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|
2016
Q2 | $17K | Hold |
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|
2016
Q1 | $16K | Hold |
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|
2015
Q4 | $14K | Buy |
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