Winslow Evans & Crocker’s iShares Gold Trust IAU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $58K | Buy |
+1,600
| New | +$58K | 0.01% | 564 |
|
|
2017
Q3 | – | Sell |
-206
| Closed | -$4.91K | – | 1176 |
|
|
2017
Q2 | $4.91K | Sell |
206
-500
| -71% | -$11.9K | ﹤0.01% | 1061 |
|
|
2017
Q1 | $16.9K | Hold |
706
| – | – | 0.01% | 767 |
|
|
2016
Q4 | $15.6K | Sell |
706
-1,000
| -59% | -$22.1K | ﹤0.01% | 777 |
|
|
2016
Q3 | $43.3K | Buy |
1,706
+1,000
| +142% | +$25.4K | 0.01% | 572 |
|
|
2016
Q2 | $18K | Hold |
706
| – | – | 0.01% | 719 |
|
|
2016
Q1 | $16.8K | Hold |
706
| – | – | 0.01% | 748 |
|
|
2015
Q4 | $14.4K | Hold |
706
| – | – | ﹤0.01% | 823 |
|
|
2015
Q3 | $15.2K | Hold |
706
| – | – | ﹤0.01% | 790 |
|
|
2015
Q2 | $16K | Hold |
706
| – | – | ﹤0.01% | 815 |
|
|
2015
Q1 | $16.2K | Buy |
706
+500
| +243% | +$11.4K | ﹤0.01% | 775 |
|
|
2014
Q4 | $4.7K | Sell |
206
-35
| -15% | -$799 | ﹤0.01% | 1055 |
|
|
2014
Q3 | $5.63K | Sell |
241
-875
| -78% | -$20.4K | ﹤0.01% | 1047 |
|
|
2014
Q2 | $28.7K | Hold |
1,116
| – | – | 0.01% | 598 |
|
|
2014
Q1 | $27.8K | Sell |
1,116
-226
| -17% | -$5.62K | 0.01% | 605 |
|
|
2013
Q4 | $32K | Buy |
+1,342
| New | +$32K | 0.01% | 589 |
|