WFG Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $283K | Hold |
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|
2017
Q1 | $285K | Sell |
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|
2016
Q4 | $424K | Sell |
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|
2016
Q3 | $603K | Sell |
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|
2016
Q2 | $613K | Sell |
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|
2016
Q1 | $590K | Buy |
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|
2015
Q4 | $481K | Sell |
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|
2015
Q3 | $519K | Hold |
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|
2015
Q2 | $546K | Hold |
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|
2015
Q1 | $551K | Sell |
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|
2014
Q4 | $801K | Sell |
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|
2014
Q3 | $1.64M | Buy |
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|
2014
Q2 | $1.68M | Sell |
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|
2014
Q1 | $1.74M | Buy |
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|
2013
Q4 | $1.33M | Sell |
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|
2013
Q3 | $1.51M | Sell |
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|
2013
Q2 | $1.45M | Buy |
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