Bard Financial Services’s iShares Gold Trust IAU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-30,250
| Closed | -$1.1M | – | 257 |
|
|
2023
Q2 | $1.1M | Hold |
30,250
| – | – | 0.08% | 164 |
|
|
2023
Q1 | $1.13M | Hold |
30,250
| – | – | 0.09% | 161 |
|
|
2022
Q4 | $1.05M | Hold |
30,250
| – | – | 0.09% | 160 |
|
|
2022
Q3 | $954K | Sell |
30,250
-2,500
| -8% | -$78.8K | 0.09% | 157 |
|
|
2022
Q2 | $1.12M | Hold |
32,750
| – | – | 0.1% | 147 |
|
|
2022
Q1 | $1.21M | Hold |
32,750
| – | – | 0.1% | 142 |
|
|
2021
Q4 | $1.14M | Hold |
32,750
| – | – | 0.09% | 141 |
|
|
2021
Q3 | $1.09M | Hold |
32,750
| – | – | 0.1% | 138 |
|
|
2021
Q2 | $1.1M | Hold |
32,750
| – | – | 0.1% | 139 |
|
|
2021
Q1 | $1.07M | Hold |
32,750
| – | – | 0.1% | 136 |
|
|
2020
Q4 | $1.19M | Buy |
+32,750
| New | +$1.19M | 0.12% | 126 |
|