Accel Wealth Management’s iShares Gold Trust IAU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-1,550
| Closed | -$57.9K | – | 485 |
|
|
2023
Q1 | $57.9K | Hold |
1,550
| – | – | 0.02% | 448 |
|
|
2022
Q4 | $53.6K | Buy |
1,550
+92
| +6% | +$3.18K | 0.03% | 349 |
|
|
2022
Q3 | $48K | Hold |
1,458
| – | – | 0.03% | 378 |
|
|
2022
Q2 | $47K | Hold |
1,458
| – | – | 0.03% | 360 |
|
|
2022
Q1 | $53K | Hold |
1,458
| – | – | 0.03% | 364 |
|
|
2021
Q4 | $51K | Hold |
1,458
| – | – | 0.03% | 379 |
|
|
2021
Q3 | $49K | Hold |
1,458
| – | – | 0.03% | 327 |
|
|
2021
Q2 | $49K | Sell |
1,458
-1
| -0.1% | -$34 | 0.03% | 344 |
|
|
2021
Q1 | $47K | Hold |
1,459
| – | – | 0.04% | 330 |
|
|
2020
Q4 | $53K | Buy |
+1,459
| New | +$53K | 0.05% | 284 |
|