Altium Wealth Management’s iShares Gold Trust IAU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $283K | Hold |
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|
2022
Q1 | $304K | Sell |
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|
2021
Q4 | $304K | Buy |
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|
2021
Q3 | $260K | Hold |
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|
2021
Q2 | $262K | Sell |
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|
2021
Q1 | $273K | Sell |
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|
2020
Q4 | $609K | Hold |
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|
2020
Q3 | $604K | Sell |
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|
2020
Q2 | $572K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $164K | Sell |
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|
2019
Q3 | $162K | Sell |
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|
2019
Q2 | $184K | Buy |
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|
2019
Q1 | $143K | Buy |
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|
2018
Q4 | $141K | Sell |
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|
2018
Q3 | $137K | Buy |
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|
2018
Q2 | $143K | Sell |
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|
2018
Q1 | $172K | Sell |
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|
2017
Q4 | $178K | Buy |
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