Balanced Rock Investment Advisors’s iShares Gold Trust IAU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-13,491
Closed -$527K 91
2023
Q4
$527K Buy
+13,491
New +$527K 0.47% 55