Welch Group’s iShares Gold Trust IAU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-4,947
| Closed | -$126K | – | 141 |
|
|
2016
Q3 | $126K | Buy |
+4,947
| New | +$126K | 0.03% | 121 |
|
|
2015
Q2 | – | Sell |
-8,150
| Closed | -$187 | – | 148 |
|
|
2015
Q1 | $187 | Hold |
8,150
| – | – | 0.03% | 114 |
|
|
2014
Q4 | $186K | Hold |
8,150
| – | – | 0.04% | 110 |
|
|
2014
Q3 | $191K | Hold |
8,150
| – | – | 0.04% | 103 |
|
|
2014
Q2 | $210K | Buy |
+8,150
| New | +$210K | 0.04% | 100 |
|
|
2014
Q1 | – | Sell |
-8,150
| Closed | -$190K | – | 126 |
|
|
2013
Q4 | $190K | Buy |
+8,150
| New | +$190K | 0.04% | 98 |
|