Wealthspire Advisors (Maryland)’s iShares Gold Trust IAU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $448K | Buy |
12,458
+1,579
| +15% | +$56.8K | 0.02% | 295 |
|
|
2020
Q2 | $370K | Sell |
10,879
-247
| -2% | -$8.4K | 0.03% | 304 |
|
|
2020
Q1 | $335K | Buy |
11,126
+2,028
| +22% | +$61.1K | 0.03% | 288 |
|
|
2019
Q4 | $264K | Hold |
9,098
| – | – | 0.02% | 408 |
|
|
2019
Q3 | $257K | Sell |
9,098
-7,565
| -45% | -$214K | 0.02% | 376 |
|
|
2019
Q2 | $450K | Hold |
16,663
| – | – | 0.03% | 271 |
|
|
2019
Q1 | $413K | Sell |
16,663
-1,405
| -8% | -$34.8K | 0.03% | 290 |
|
|
2018
Q4 | $444K | Sell |
18,068
-675
| -4% | -$16.6K | 0.04% | 240 |
|
|
2018
Q3 | $428K | Sell |
18,743
-5,731
| -23% | -$131K | 0.04% | 275 |
|
|
2018
Q2 | $588K | Hold |
24,474
| – | – | 0.05% | 206 |
|
|
2018
Q1 | $623K | Buy |
24,474
+21,661
| +770% | +$551K | 0.06% | 204 |
|
|
2017
Q4 | $70K | Hold |
2,813
| – | – | 0.01% | 868 |
|
|
2017
Q3 | $69K | Buy |
2,813
+141
| +5% | +$3.46K | 0.01% | 853 |
|
|
2017
Q2 | $64K | Buy |
2,672
+2,425
| +982% | +$58.1K | 0.01% | 855 |
|
|
2017
Q1 | $6K | Hold |
247
| – | – | ﹤0.01% | 1487 |
|
|
2016
Q4 | $5K | Sell |
247
-954
| -79% | -$19.3K | ﹤0.01% | 1380 |
|
|
2016
Q3 | $30K | Buy |
1,201
+523
| +77% | +$13.1K | ﹤0.01% | 928 |
|
|
2016
Q2 | $17K | Hold |
678
| – | – | ﹤0.01% | 1045 |
|
|
2016
Q1 | $16K | Hold |
678
| – | – | ﹤0.01% | 1040 |
|
|
2015
Q4 | $14K | Buy |
+678
| New | +$14K | ﹤0.01% | 1090 |
|