Baron Financial Group’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
Q3 | – | Sell |
-2,622
| Closed | -$90K | – | 115 |
|
|
2022
Q2 | $90K | Hold |
2,622
| – | – | 0.06% | 64 |
|
|
2022
Q1 | $96.6K | Hold |
2,622
| – | – | 0.06% | 66 |
|
|
2021
Q4 | $91.3K | Hold |
2,622
| – | – | 0.05% | 70 |
|
|
2021
Q3 | $87.6K | Hold |
2,622
| – | – | 0.05% | 70 |
|
|
2021
Q2 | $88.4K | Sell |
2,622
-1
| -0% | -$34 | 0.06% | 72 |
|
|
2021
Q1 | $85.3K | Hold |
2,623
| – | – | 0.06% | 73 |
|
|
2020
Q4 | $95.1K | Hold |
2,623
| – | – | 0.08% | 65 |
|
|
2020
Q3 | $94.4K | Buy |
+2,623
| New | +$94.4K | 0.09% | 61 |
|