BBJS Financial Advisors’s iShares Gold Trust IAU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $9.94K | Hold |
200
| – | – | ﹤0.01% | 112 |
|
|
2024
Q2 | $8.79K | Hold |
200
| – | – | ﹤0.01% | 132 |
|
|
2024
Q1 | $8.4K | Hold |
200
| – | – | ﹤0.01% | 99 |
|
|
2023
Q4 | $7.81K | Hold |
200
| – | – | ﹤0.01% | 93 |
|
|
2023
Q3 | $7K | Hold |
200
| – | – | ﹤0.01% | 97 |
|
|
2023
Q2 | $7.28K | Buy |
200
+100
| +100% | +$3.64K | ﹤0.01% | 92 |
|
|
2023
Q1 | $3.74K | Sell |
100
-90,710
| -100% | -$3.39M | ﹤0.01% | 102 |
|
|
2022
Q4 | $3.14M | Buy |
+90,810
| New | +$3.14M | 1.42% | 20 |
|