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Bellwether Advisors’s iShares Gold Trust IAU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-310,470
| Closed | -$13.6M | – | 132 |
|
|
2024
Q2 | $13.6M | Buy |
+310,470
| New | +$13.6M | 2.86% | 8 |
|
|
2022
Q1 | – | Sell |
-1,200
| Closed | -$41K | – | 582 |
|
|
2021
Q4 | $41K | Hold |
1,200
| – | – | 0.01% | 207 |
|
|
2021
Q3 | $40K | Hold |
1,200
| – | – | 0.01% | 214 |
|
|
2021
Q2 | $40K | Sell |
1,200
-1,200
| -50% | -$40K | 0.01% | 189 |
|
|
2021
Q1 | $39K | Hold |
2,400
| – | – | 0.02% | 177 |
|
|
2020
Q4 | $43K | Buy |
+2,400
| New | +$43K | 0.02% | 171 |
|