Almanack 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 | – | Sell |
-6,049
| Closed | -$209K | – | 171 |
|
2022
Q4 | $209K | Sell |
6,049
-102,096
| -94% | -$3.53M | 0.04% | 157 |
|
2022
Q3 | $3.41M | Buy |
108,145
+51,070
| +89% | +$1.61M | 0.67% | 17 |
|
2022
Q2 | $1.96M | Sell |
57,075
-6,101
| -10% | -$209K | 0.2% | 81 |
|
2022
Q1 | $2.33M | Sell |
63,176
-3,480
| -5% | -$128K | 0.2% | 80 |
|
2021
Q4 | $2.32M | Sell |
66,656
-9,859
| -13% | -$343K | 0.19% | 80 |
|
2021
Q3 | $2.56M | Buy |
76,515
+5,663
| +8% | +$189K | 0.23% | 76 |
|
2021
Q2 | $2.39M | Buy |
70,852
+10,181
| +17% | +$343K | 0.23% | 72 |
|
2021
Q1 | $1.97M | Sell |
60,671
-244
| -0.4% | -$7.94K | 0.2% | 82 |
|
2020
Q4 | $2.21M | Sell |
60,915
-8,281
| -12% | -$300K | 0.25% | 61 |
|
2020
Q3 | $2.47M | Buy |
+69,196
| New | +$2.47M | 0.3% | 55 |
|
2017
Q3 | – | Sell |
-16,710
| Closed | -$399K | – | 172 |
|
2017
Q2 | $399K | Sell |
16,710
-1,111
| -6% | -$26.5K | 0.22% | 72 |
|
2017
Q1 | $428K | Sell |
17,821
-38,794
| -69% | -$932K | 0.32% | 56 |
|
2016
Q4 | $1.26M | Buy |
+56,615
| New | +$1.26M | 1.05% | 28 |
|