BAM
Baldrige Asset Management’s iShares Gold Trust IAU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $986K | Sell |
26,390
-394
| -1% | -$14.7K | 0.4% | 52 |
|
|
2022
Q4 | $926K | Sell |
26,784
-369
| -1% | -$12.8K | 0.41% | 51 |
|
|
2022
Q3 | $856K | Sell |
27,153
-1,516
| -5% | -$47.8K | 0.41% | 54 |
|
|
2022
Q2 | $984K | Sell |
28,669
-1,216
| -4% | -$41.7K | 0.45% | 54 |
|
|
2022
Q1 | $1.1M | Sell |
29,885
-504
| -2% | -$18.6K | 0.45% | 52 |
|
|
2021
Q4 | $1.06M | Sell |
30,389
-3,179
| -9% | -$111K | 0.41% | 50 |
|
|
2021
Q3 | $1.12M | Sell |
33,568
-5,238
| -13% | -$175K | 0.47% | 49 |
|
|
2021
Q2 | $1.31M | Sell |
38,806
-48,386
| -55% | -$1.63M | 0.57% | 45 |
|
|
2021
Q1 | $1.42M | Buy |
87,192
+11,396
| +15% | +$185K | 0.78% | 41 |
|
|
2020
Q4 | $1.37M | Buy |
75,796
+26,187
| +53% | +$475K | 0.82% | 38 |
|
|
2020
Q3 | $892K | Buy |
49,609
+31,948
| +181% | +$574K | 0.6% | 40 |
|
|
2020
Q2 | $300K | Buy |
+17,661
| New | +$300K | 0.23% | 68 |
|