B. Riley Wealth Management’s iShares Gold Trust IAU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $229 | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $747K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $119K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $43K | Sell |
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|
2015
Q1 | $46K | Hold |
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|
2014
Q4 | $46K | Hold |
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|
2014
Q3 | $47K | Hold |
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|
2014
Q2 | $51K | Hold |
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|
2014
Q1 | $50K | Buy |
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