Addison Advisors’s iShares Gold Trust IAU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-117
| Closed | -$4.57K | – | 711 |
|
|
2023
Q4 | $4.57K | Buy |
117
+113
| +2,825% | +$4.41K | ﹤0.01% | 576 |
|
|
2023
Q3 | $140 | Buy |
4
+2
| +100% | +$70 | ﹤0.01% | 661 |
|
|
2023
Q2 | $73 | Sell |
2
-5
| -71% | -$183 | ﹤0.01% | 621 |
|
|
2023
Q1 | $262 | Hold |
7
| – | – | ﹤0.01% | 615 |
|
|
2022
Q4 | $242 | Buy |
+7
| New | +$242 | ﹤0.01% | 746 |
|
|
2022
Q2 | – | Sell |
-18
| Closed | -$1K | – | 718 |
|
|
2022
Q1 | $1K | Buy |
+18
| New | +$1K | ﹤0.01% | 637 |
|