All Season Financial 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 |
-42,420
| Closed | -$1.66M | – | 111 |
|
2023
Q4 | $1.66M | Buy |
+42,420
| New | +$1.66M | 1.41% | 21 |
|
2022
Q2 | – | Sell |
-36,702
| Closed | -$1.35M | – | 140 |
|
2022
Q1 | $1.35M | Sell |
36,702
-38,544
| -51% | -$1.42M | 0.96% | 27 |
|
2021
Q4 | $2.62M | Sell |
75,246
-2,363
| -3% | -$82.2K | 1.82% | 16 |
|
2021
Q3 | $2.59M | Sell |
77,609
-8,125
| -9% | -$271K | 2.09% | 14 |
|
2021
Q2 | $2.89M | Buy |
+85,734
| New | +$2.89M | 2.07% | 15 |
|