Altium Wealth Management’s iShares Gold Trust IAU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $283K | Hold |
8,259
| – | – | 0.02% | 307 |
|
|
2022
Q1 | $304K | Sell |
8,259
-471
| -5% | -$17.3K | 0.02% | 321 |
|
|
2021
Q4 | $304K | Buy |
8,730
+943
| +12% | +$32.8K | 0.02% | 320 |
|
|
2021
Q3 | $260K | Hold |
7,787
| – | – | 0.02% | 326 |
|
|
2021
Q2 | $262K | Sell |
7,787
-619
| -7% | -$20.8K | 0.02% | 334 |
|
|
2021
Q1 | $273K | Sell |
8,406
-8,383
| -50% | -$272K | 0.02% | 313 |
|
|
2020
Q4 | $609K | Hold |
16,789
| – | – | 0.05% | 162 |
|
|
2020
Q3 | $604K | Sell |
16,789
-37
| -0.2% | -$1.33K | 0.06% | 135 |
|
|
2020
Q2 | $572K | Buy |
+16,826
| New | +$572K | 0.06% | 141 |
|
|
2020
Q1 | – | Sell |
-5,666
| Closed | -$164K | – | 342 |
|
|
2019
Q4 | $164K | Sell |
5,666
-65
| -1% | -$1.88K | 0.02% | 273 |
|
|
2019
Q3 | $162K | Sell |
5,731
-1,089
| -16% | -$30.8K | 0.02% | 273 |
|
|
2019
Q2 | $184K | Buy |
6,820
+1,055
| +18% | +$28.5K | 0.03% | 263 |
|
|
2019
Q1 | $143K | Buy |
5,765
+37
| +0.6% | +$918 | 0.02% | 268 |
|
|
2018
Q4 | $141K | Sell |
5,728
-261
| -4% | -$6.43K | 0.03% | 250 |
|
|
2018
Q3 | $137K | Buy |
5,989
+21
| +0.4% | +$480 | 0.03% | 286 |
|
|
2018
Q2 | $143K | Sell |
5,968
-785
| -12% | -$18.8K | 0.04% | 257 |
|
|
2018
Q1 | $172K | Sell |
6,753
-341
| -5% | -$8.69K | 0.07% | 163 |
|
|
2017
Q4 | $178K | Buy |
+7,094
| New | +$178K | 0.08% | 154 |
|