BerganKDV Wealth Management’s iShares Gold Trust IAU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $415K | Sell |
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|
2023
Q1 | $451K | Sell |
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|
2022
Q4 | $418K | Sell |
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|
2022
Q3 | $421K | Hold |
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|
2022
Q2 | $458K | Hold |
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|
2022
Q1 | $492K | Sell |
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|
2021
Q4 | $502K | Buy |
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|
2021
Q3 | $460K | Buy |
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|
2021
Q2 | $450K | Sell |
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|
2021
Q1 | $434K | Sell |
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|
2020
Q4 | $489K | Buy |
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|
2020
Q3 | $435K | Sell |
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|
2020
Q2 | $444K | Buy |
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|
2020
Q1 | $374K | Sell |
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|
2019
Q4 | $364K | Buy |
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|
2019
Q3 | $346K | Sell |
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|
2019
Q2 | $352K | Hold |
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|
2019
Q1 | $323K | Sell |
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|
2018
Q4 | $321K | Buy |
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|
2018
Q3 | $298K | Hold |
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|
2018
Q2 | $313K | Buy |
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|
2018
Q1 | $293K | Buy |
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|
2017
Q4 | $243K | Buy |
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|
2017
Q3 | $189K | Buy |
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|
2017
Q2 | $181K | Buy |
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