Baystate Wealth 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
Q4 | $218K | Hold |
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|
2023
Q3 | $196K | Sell |
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|
2023
Q2 | $208K | Buy |
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|
2023
Q1 | $183K | Sell |
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|
2022
Q4 | $172K | Sell |
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|
2022
Q3 | $163K | Buy |
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|
2022
Q2 | $171K | Buy |
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|
2022
Q1 | $124K | Buy |
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|
2021
Q4 | $115K | Buy |
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|
2021
Q3 | $105K | Sell |
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|
2021
Q2 | $120K | Buy |
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|
2021
Q1 | $106K | Buy |
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|
2020
Q4 | $110K | Sell |
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|
2020
Q3 | $875K | Sell |
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|
2020
Q2 | $27.4M | Sell |
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|
2020
Q1 | $25.1M | Buy |
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|
2019
Q4 | $138K | Hold |
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|
2019
Q3 | $134K | Buy |
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|
2019
Q2 | $102K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $6K | Buy |
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