Wellesley Investment Partners’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 | $10.7M | Sell |
|
|||||
|
2020
Q2 | $10.1M | Buy |
|
|||||
|
2020
Q1 | $7.99M | Sell |
|
|||||
|
2019
Q4 | $8.04M | Buy |
|
|||||
|
2019
Q3 | $7.75M | Sell |
|
|||||
|
2019
Q2 | $7.44M | Buy |
|
|||||
|
2019
Q1 | $6.65M | Sell |
|
|||||
|
2018
Q4 | $6.83M | Buy |
|
|||||
|
2018
Q3 | $6.19M | Buy |
|
|||||
|
2018
Q2 | $6.11M | Buy |
|
|||||
|
2018
Q1 | $6.26M | Buy |
|
|||||
|
2017
Q4 | $5.68M | Buy |
|
|||||
|
2017
Q3 | $5.43M | Buy |
|
|||||
|
2017
Q2 | $5.19M | Buy |
|
|||||
|
2017
Q1 | $5.07M | Buy |
|
|||||
|
2016
Q4 | $4.45M | Buy |
|
|||||
|
2016
Q3 | $4.88M | Sell |
|
|||||
|
2016
Q2 | $4.96M | Buy |
|
|||||
|
2016
Q1 | $4.43M | Buy |
|
|||||
|
2015
Q4 | $3.46M | Buy |
|