Woodard & Company Asset Management 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-5,455
| Closed | -$164K | – | 93 |
|
|
2020
Q1 | $164K | Hold |
5,455
| – | – | 0.12% | 60 |
|
|
2019
Q4 | $158K | Hold |
5,455
| – | – | 0.1% | 62 |
|
|
2019
Q3 | $154K | Buy |
+5,455
| New | +$154K | 0.1% | 61 |
|
|
2018
Q4 | – | Sell |
-5,830
| Closed | -$133K | – | 111 |
|
|
2018
Q3 | $133K | Hold |
5,830
| – | – | 0.12% | 58 |
|
|
2018
Q2 | $140K | Hold |
5,830
| – | – | 0.14% | 58 |
|
|
2018
Q1 | $150K | Sell |
5,830
-100
| -2% | -$2.57K | 0.15% | 53 |
|
|
2017
Q4 | $148K | Buy |
+5,930
| New | +$148K | 0.13% | 57 |
|