Avalon Investment & Advisory’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 | $1.06M | Hold |
28,286
| – | – | 0.03% | 200 |
|
|
2022
Q4 | $978K | Buy |
28,286
+408
| +1% | +$14.1K | 0.03% | 204 |
|
|
2022
Q3 | $879K | Hold |
27,878
| – | – | 0.03% | 205 |
|
|
2022
Q2 | $956K | Hold |
27,878
| – | – | 0.03% | 203 |
|
|
2022
Q1 | $1.03M | Sell |
27,878
-5
| -0% | -$184 | 0.02% | 204 |
|
|
2021
Q4 | $971K | Sell |
27,883
-285
| -1% | -$9.93K | 0.02% | 209 |
|
|
2021
Q3 | $941K | Buy |
28,168
+285
| +1% | +$9.52K | 0.02% | 244 |
|
|
2021
Q2 | $940K | Buy |
27,883
+1,474
| +6% | +$49.7K | 0.02% | 246 |
|
|
2021
Q1 | $859K | Buy |
26,409
+290
| +1% | +$9.43K | 0.02% | 250 |
|
|
2020
Q4 | $947K | Hold |
26,119
| – | – | 0.02% | 253 |
|
|
2020
Q3 | $940K | Buy |
26,119
+17,343
| +198% | +$624K | 0.02% | 221 |
|
|
2020
Q2 | $298K | Hold |
8,776
| – | – | 0.01% | 267 |
|
|
2020
Q1 | $265K | Hold |
8,776
| – | – | 0.01% | 283 |
|
|
2019
Q4 | $255K | Sell |
8,776
-827
| -9% | -$24K | 0.01% | 305 |
|
|
2019
Q3 | $271K | Buy |
+9,603
| New | +$271K | 0.01% | 283 |
|