Windsor Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $1.18M | Buy |
49,288
+5,225
| +12% | +$125K | 0.55% | 45 |
|
|
2017
Q1 | $1.06M | Buy |
44,063
+12,250
| +39% | +$294K | 0.49% | 48 |
|
|
2016
Q4 | $705K | Buy |
31,813
+8,575
| +37% | +$190K | 0.33% | 51 |
|
|
2016
Q3 | $590K | Sell |
23,238
-8,137
| -26% | -$207K | 0.28% | 51 |
|
|
2016
Q2 | $801K | Sell |
31,375
-5,700
| -15% | -$146K | 0.37% | 51 |
|
|
2016
Q1 | $881K | Buy |
37,075
+16,750
| +82% | +$398K | 0.4% | 51 |
|
|
2015
Q4 | $416K | Sell |
20,325
-6,575
| -24% | -$135K | 0.2% | 58 |
|
|
2015
Q3 | $580K | Sell |
26,900
-2,600
| -9% | -$56.1K | 0.28% | 52 |
|
|
2015
Q2 | $669K | Buy |
+29,500
| New | +$669K | 0.29% | 57 |
|