Bell Rock Capital’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 | $363K | Buy |
+11,501
| New | +$363K | 0.45% | 53 |
|
2022
Q2 | – | Sell |
-11,705
| Closed | -$438K | – | 69 |
|
2022
Q1 | $438K | Buy |
11,705
+1,749
| +18% | +$65.4K | 0.41% | 58 |
|
2021
Q4 | $344K | Buy |
+9,956
| New | +$344K | 0.25% | 81 |
|
2020
Q1 | – | Sell |
-1,195
| Closed | -$34K | – | 162 |
|
2019
Q4 | $34K | Buy |
+1,195
| New | +$34K | 0.03% | 243 |
|