Winthrop Advisory 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-5,388
| Closed | -$152K | – | 103 |
|
|
2019
Q3 | $152K | Hold |
5,388
| – | – | 0.06% | 93 |
|
|
2019
Q2 | $145K | Hold |
5,388
| – | – | 0.06% | 84 |
|
|
2019
Q1 | $134K | Sell |
5,388
-211
| -4% | -$5.25K | 0.06% | 91 |
|
|
2018
Q4 | $138K | Buy |
5,599
+211
| +4% | +$5.2K | 0.07% | 83 |
|
|
2018
Q3 | $123K | Sell |
5,388
-600
| -10% | -$13.7K | 0.07% | 86 |
|
|
2018
Q2 | $144K | Buy |
+5,988
| New | +$144K | 0.09% | 78 |
|