Ahrens Investment Partners’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
Q1 | $2.42M | Buy |
64,797
+1,803
| +3% | +$67.4K | 1.2% | 20 |
|
|
2022
Q4 | $2.18M | Buy |
62,994
+895
| +1% | +$31K | 0.99% | 30 |
|
|
2022
Q3 | $1.96M | Sell |
62,099
-72,899
| -54% | -$2.3M | 1.03% | 28 |
|
|
2022
Q2 | $4.63M | Sell |
134,998
-161,352
| -54% | -$5.54M | 2.04% | 10 |
|
|
2022
Q1 | $10.9M | Buy |
296,350
+245,018
| +477% | +$9.02M | 3.44% | 2 |
|
|
2021
Q4 | $1.79M | Sell |
51,332
-4,507
| -8% | -$157K | 0.79% | 24 |
|
|
2021
Q3 | $1.87M | Sell |
55,839
-5,535
| -9% | -$185K | 0.89% | 30 |
|
|
2021
Q2 | $2.07M | Sell |
61,374
-7,979
| -12% | -$269K | 0.96% | 22 |
|
|
2021
Q1 | $2.26M | Sell |
69,353
-2,477
| -3% | -$80.5K | 1.14% | 18 |
|
|
2020
Q4 | $2.61M | Buy |
71,830
+367
| +0.5% | +$13.3K | 1.4% | 16 |
|
|
2020
Q3 | $2.57M | Sell |
71,463
-22,745
| -24% | -$818K | 1.71% | 12 |
|
|
2020
Q2 | $3.2M | Buy |
94,208
+10,373
| +12% | +$352K | 1.95% | 12 |
|
|
2020
Q1 | $2.53M | Buy |
83,835
+26,380
| +46% | +$795K | 1.81% | 17 |
|
|
2019
Q4 | $1.67M | Sell |
57,455
-5,700
| -9% | -$165K | 0.69% | 34 |
|
|
2019
Q3 | $1.78M | Buy |
+63,155
| New | +$1.78M | 0.79% | 34 |
|
|
2018
Q3 | – | Sell |
-17,025
| Closed | -$409K | – | 179 |
|
|
2018
Q2 | $409K | Buy |
17,025
+11,700
| +220% | +$281K | 0.17% | 84 |
|
|
2018
Q1 | $136K | Buy |
+5,325
| New | +$136K | 0.06% | 151 |
|
|
2017
Q2 | – | Sell |
-8,300
| Closed | -$199K | – | 173 |
|
|
2017
Q1 | $199K | Sell |
8,300
-475
| -5% | -$11.4K | 0.1% | 131 |
|
|
2016
Q4 | $194K | Buy |
+8,775
| New | +$194K | 0.1% | 126 |
|