WealthTrust Fairport’s iShares Gold Trust IAU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | $96K | Buy |
+3,897
| New | +$96K | 0.01% | 194 |
|
|
2018
Q4 | – | Sell |
-223
| Closed | -$5K | – | 462 |
|
|
2018
Q3 | $5K | Buy |
+223
| New | +$5K | ﹤0.01% | 436 |
|
|
2014
Q1 | – | Sell |
-3,458
| Closed | -$81K | – | 327 |
|
|
2013
Q4 | $81K | Hold |
3,458
| – | – | 0.01% | 124 |
|
|
2013
Q3 | $89K | Sell |
3,458
-325
| -9% | -$8.37K | 0.01% | 138 |
|
|
2013
Q2 | $91K | Buy |
+3,783
| New | +$91K | 0.02% | 141 |
|