AFWM
AMJ Financial Wealth Management’s iShares Gold Trust IAU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-283,755
| Closed | -$10.5M | – | 66 |
|
|
2022
Q1 | $10.5M | Buy |
+283,755
| New | +$10.5M | 4.19% | 2 |
|
|
2021
Q1 | – | Sell |
-131,270
| Closed | -$2.38M | – | 92 |
|
|
2020
Q4 | $2.38M | Sell |
131,270
-59,941
| -31% | -$1.09M | 1.22% | 35 |
|
|
2020
Q3 | $3.44M | Sell |
191,211
-3,360
| -2% | -$60.4K | 2.03% | 25 |
|
|
2020
Q2 | $3.31M | Sell |
194,571
-4,659
| -2% | -$79.2K | 2.25% | 24 |
|
|
2020
Q1 | $3M | Buy |
199,230
+182,622
| +1,100% | +$2.75M | 5.21% | 7 |
|
|
2019
Q4 | $241K | Buy |
+16,608
| New | +$241K | 0.17% | 61 |
|