Benedetti & Gucer’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
Q1 | $367K | Sell |
8,725
-2,827
| -24% | -$119K | 0.18% | 94 |
|
2023
Q4 | $451K | Sell |
11,552
-512
| -4% | -$20K | 0.24% | 79 |
|
2023
Q3 | $422K | Hold |
12,064
| – | – | 0.23% | 78 |
|
2023
Q2 | $439K | Buy |
12,064
+450
| +4% | +$16.4K | 0.23% | 78 |
|
2023
Q1 | $434K | Buy |
11,614
+2,327
| +25% | +$87K | 0.25% | 78 |
|
2022
Q4 | $321K | Hold |
9,287
| – | – | 0.24% | 69 |
|
2022
Q3 | $293K | Sell |
9,287
-2,467
| -21% | -$77.8K | 0.23% | 63 |
|
2022
Q2 | $402K | Buy |
11,754
+2,852
| +32% | +$97.5K | 0.27% | 53 |
|
2022
Q1 | $327K | Buy |
+8,902
| New | +$327K | 0.22% | 66 |
|