WFG Advisors’s iShares Gold Trust IAU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $283K | Hold |
11,852
| – | – | 0.06% | 294 |
|
|
2017
Q1 | $285K | Sell |
11,852
-7,283
| -38% | -$175K | 0.08% | 267 |
|
|
2016
Q4 | $424K | Sell |
19,135
-4,631
| -19% | -$103K | 0.1% | 225 |
|
|
2016
Q3 | $603K | Sell |
23,766
-266
| -1% | -$6.75K | 0.15% | 161 |
|
|
2016
Q2 | $613K | Sell |
24,032
-821
| -3% | -$20.9K | 0.16% | 152 |
|
|
2016
Q1 | $590K | Buy |
24,853
+1,326
| +6% | +$31.5K | 0.17% | 151 |
|
|
2015
Q4 | $481K | Sell |
23,527
-545
| -2% | -$11.1K | 0.14% | 166 |
|
|
2015
Q3 | $519K | Hold |
24,072
| – | – | 0.16% | 148 |
|
|
2015
Q2 | $546K | Hold |
24,072
| – | – | 0.15% | 146 |
|
|
2015
Q1 | $551K | Sell |
24,072
-10,940
| -31% | -$250K | 0.15% | 152 |
|
|
2014
Q4 | $801K | Sell |
35,012
-34,843
| -50% | -$797K | 0.16% | 141 |
|
|
2014
Q3 | $1.64M | Buy |
69,855
+4,796
| +7% | +$112K | 0.31% | 64 |
|
|
2014
Q2 | $1.68M | Sell |
65,059
-4,803
| -7% | -$124K | 0.31% | 69 |
|
|
2014
Q1 | $1.74M | Buy |
69,862
+12,916
| +23% | +$321K | 0.35% | 54 |
|
|
2013
Q4 | $1.33M | Sell |
56,946
-1,753
| -3% | -$40.9K | 0.19% | 132 |
|
|
2013
Q3 | $1.51M | Sell |
58,699
-1,820
| -3% | -$46.9K | 0.23% | 99 |
|
|
2013
Q2 | $1.45M | Buy |
+60,519
| New | +$1.45M | 0.24% | 106 |
|