B. Riley 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $229 | Buy |
+6,663
| New | +$229 | ﹤0.01% | 615 |
|
|
2020
Q2 | – | Sell |
-24,786
| Closed | -$747K | – | 484 |
|
|
2020
Q1 | $747K | Buy |
+24,786
| New | +$747K | 0.08% | 213 |
|
|
2018
Q4 | – | Sell |
-5,186
| Closed | -$119K | – | 372 |
|
|
2018
Q3 | $119K | Buy |
+5,186
| New | +$119K | 0.03% | 301 |
|
|
2015
Q3 | – | Sell |
-1,915
| Closed | -$43K | – | 414 |
|
|
2015
Q2 | $43K | Sell |
1,915
-100
| -5% | -$2.25K | 0.03% | 444 |
|
|
2015
Q1 | $46K | Hold |
2,015
| – | – | 0.03% | 422 |
|
|
2014
Q4 | $46K | Hold |
2,015
| – | – | 0.04% | 406 |
|
|
2014
Q3 | $47K | Hold |
2,015
| – | – | 0.03% | 422 |
|
|
2014
Q2 | $51K | Hold |
2,015
| – | – | 0.03% | 460 |
|
|
2014
Q1 | $50K | Buy |
+2,015
| New | +$50K | 0.04% | 439 |
|