Atlas Private 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-4,150
| Closed | -$135K | – | 227 |
|
|
2021
Q1 | $135K | Hold |
4,150
| – | – | 0.09% | 141 |
|
|
2020
Q4 | $150K | Hold |
4,150
| – | – | 0.11% | 131 |
|
|
2020
Q3 | $149K | Hold |
4,150
| – | – | 0.12% | 120 |
|
|
2020
Q2 | $141K | Sell |
4,150
-309
| -7% | -$10.5K | 0.11% | 127 |
|
|
2020
Q1 | $134K | Hold |
4,459
| – | – | 0.12% | 128 |
|
|
2019
Q4 | $129K | Buy |
+4,459
| New | +$129K | 0.1% | 150 |
|