AllSquare Wealth Management’s iShares Gold Trust IAU Stock Holding History

AllSquare Wealth Management’s Portfolio IAU Stock Details IAU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-1,045	Closed	-$45.9K	–	546
2024 Q2	$45.9K	Hold	1,045	–	–	0.03%	213
2024 Q1	$43.9K	Hold	1,045	–	–	0.03%	227
2023 Q4	$40.8K	Hold	1,045	–	–	0.03%	230
2023 Q3	$36.6K	Hold	1,045	–	–	0.02%	236
2023 Q2	$38.8K	Hold	1,045	–	–	0.03%	236
2023 Q1	$39.1K	Hold	1,045	–	–	0.03%	236
2022 Q4	$36.1K	Hold	1,045	–	–	0.02%	230
2022 Q3	$33K	Hold	1,045	–	–	0.02%	233
2022 Q2	$36K	Hold	1,045	–	–	0.02%	238
2022 Q1	$38K	Hold	1,045	–	–	0.02%	249
2021 Q4	$36K	Hold	1,045	–	–	0.02%	261
2021 Q3	$35K	Hold	1,045	–	–	0.02%	260
2021 Q2	$35K	Hold	1,045	–	–	0.02%	271
2021 Q1	$34K	Hold	1,045	–	–	0.02%	268
2020 Q4	$38K	Hold	1,045	–	–	0.03%	225
2020 Q3	$38K	Hold	1,045	–	–	0.03%	221
2020 Q2	$36K	Hold	1,045	–	–	0.03%	218
2020 Q1	$31K	Hold	1,045	–	–	0.03%	203
2019 Q4	$30K	Hold	1,045	–	–	0.02%	235
2019 Q3	$29K	Hold	1,045	–	–	0.02%	234
2019 Q2	$28K	Hold	1,045	–	–	0.02%	241
2019 Q1	$26K	Hold	1,045	–	–	0.02%	244
2018 Q4	$26K	Hold	1,045	–	–	0.02%	232
2018 Q3	$24K	Sell	1,045 -331	-24%	-$7.6K	0.02%	248
2018 Q2	$33K	Hold	1,376	–	–	0.02%	220
2018 Q1	$35K	Hold	1,376	–	–	0.03%	178
2017 Q4	$34K	Hold	1,376	–	–	0.03%	180
2017 Q3	$34K	Buy	+1,376	New	+$34K	0.03%	168
2017 Q2	–	Sell	-1,376	Closed	-$33K	–	263
2017 Q1	$33K	Buy	1,376 +116	+9%	+$2.78K	0.03%	163
2016 Q4	$28K	Buy	1,260 +59	+5%	+$1.31K	0.03%	168
2016 Q3	$30K	Hold	1,201	–	–	0.03%	150
2016 Q2	$31K	Buy	1,201 +156	+15%	+$4.03K	0.03%	144
2016 Q1	$25K	Hold	1,045	–	–	0.02%	154
2015 Q4	$21K	Hold	1,045	–	–	0.02%	168
2015 Q3	$23K	Hold	1,045	–	–	0.02%	160
2015 Q2	$24K	Hold	1,045	–	–	0.02%	162
2015 Q1	$24K	Hold	1,045	–	–	0.02%	157
2014 Q4	$24K	Buy	+1,045	New	+$24K	0.02%	162