Baldrige Asset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $986K | Sell |
|
|||||
|
2022
Q4 | $926K | Sell |
|
|||||
|
2022
Q3 | $856K | Sell |
|
|||||
|
2022
Q2 | $984K | Sell |
|
|||||
|
2022
Q1 | $1.1M | Sell |
|
|||||
|
2021
Q4 | $1.06M | Sell |
|
|||||
|
2021
Q3 | $1.12M | Sell |
|
|||||
|
2021
Q2 | $1.31M | Sell |
|
|||||
|
2021
Q1 | $1.42M | Buy |
|
|||||
|
2020
Q4 | $1.37M | Buy |
|
|||||
|
2020
Q3 | $892K | Buy |
|
|||||
|
2020
Q2 | $300K | Buy |
|