BDO Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $568K | Buy |
15,622
+815
| +6% | +$29.7K | 0.07% | 165 |
|
|
2023
Q1 | $553K | Hold |
14,807
| – | – | 0.07% | 161 |
|
|
2022
Q4 | $512K | Hold |
14,807
| – | – | 0.06% | 173 |
|
|
2022
Q3 | $467K | Hold |
14,807
| – | – | 0.06% | 172 |
|
|
2022
Q2 | $508K | Hold |
14,807
| – | – | 0.06% | 168 |
|
|
2022
Q1 | $545K | Hold |
14,807
| – | – | 0.06% | 175 |
|
|
2021
Q4 | $515K | Buy |
14,807
+6,925
| +88% | +$241K | 0.05% | 184 |
|
|
2021
Q3 | $263K | Hold |
7,882
| – | – | 0.03% | 246 |
|
|
2021
Q2 | $266K | Sell |
7,882
-1
| -0% | -$34 | 0.03% | 252 |
|
|
2021
Q1 | $256K | Hold |
7,883
| – | – | 0.03% | 252 |
|
|
2020
Q4 | $286K | Hold |
7,883
| – | – | 0.04% | 202 |
|
|
2020
Q3 | $284K | Sell |
7,883
-500
| -6% | -$18K | 0.05% | 183 |
|
|
2020
Q2 | $285K | Hold |
8,383
| – | – | 0.05% | 181 |
|
|
2020
Q1 | $253K | Buy |
8,383
+4,483
| +115% | +$135K | 0.05% | 181 |
|
|
2019
Q4 | $113K | Hold |
3,900
| – | – | 0.03% | 236 |
|
|
2019
Q3 | $110K | Hold |
3,900
| – | – | 0.03% | 243 |
|
|
2019
Q2 | $105K | Sell |
3,900
-350
| -8% | -$9.42K | 0.03% | 238 |
|
|
2019
Q1 | $105K | Hold |
4,250
| – | – | 0.03% | 219 |
|
|
2018
Q4 | $104K | Hold |
4,250
| – | – | 0.04% | 199 |
|
|
2018
Q3 | $97K | Hold |
4,250
| – | – | 0.03% | 218 |
|
|
2018
Q2 | $102K | Sell |
4,250
-263
| -6% | -$6.31K | 0.03% | 215 |
|
|
2018
Q1 | $115K | Buy |
4,513
+2,513
| +126% | +$64K | 0.04% | 172 |
|
|
2017
Q4 | $50K | Hold |
2,000
| – | – | 0.02% | 214 |
|
|
2017
Q3 | $49K | Sell |
2,000
-2,843
| -59% | -$69.7K | 0.02% | 198 |
|
|
2017
Q2 | $116K | Buy |
+4,843
| New | +$116K | 0.05% | 158 |
|