Axxcess Wealth Management’s iShares Gold Strategy ETF IAUF Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q1 | – | Sell |
-18,079
| Closed | -$990K | – | 694 |
|
2022
Q4 | $990K | Buy |
18,079
+1,009
| +6% | +$55.3K | 0.08% | 224 |
|
2022
Q3 | $861K | Sell |
17,070
-41
| -0.2% | -$2.07K | 0.08% | 208 |
|
2022
Q2 | $940K | Buy |
17,111
+1,655
| +11% | +$90.9K | 0.09% | 194 |
|
2022
Q1 | $912K | Buy |
15,456
+104
| +0.7% | +$6.14K | 0.07% | 233 |
|
2021
Q4 | $857K | Buy |
+15,352
| New | +$857K | 0.06% | 240 |
|