Bartlett & Co’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
Q4 | $58K | Hold |
1,473
| – | – | ﹤0.01% | 675 |
|
|
2023
Q3 | $52K | Buy |
1,473
+191
| +15% | +$6.74K | ﹤0.01% | 660 |
|
|
2023
Q2 | $47K | Hold |
1,282
| – | – | ﹤0.01% | 683 |
|
|
2023
Q1 | $48K | Hold |
1,282
| – | – | ﹤0.01% | 574 |
|
|
2022
Q4 | $44K | Sell |
1,282
-956
| -43% | -$32.8K | ﹤0.01% | 599 |
|
|
2022
Q3 | $71K | Buy |
2,238
+990
| +79% | +$31.4K | ﹤0.01% | 505 |
|
|
2022
Q2 | $43K | Hold |
1,248
| – | – | ﹤0.01% | 592 |
|
|
2022
Q1 | $46K | Buy |
+1,248
| New | +$46K | ﹤0.01% | 594 |
|