Birchcreek Wealth Management’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
Q2 | – | Sell |
-9,803
| Closed | -$412K | – | 161 |
|
|
2024
Q1 | $412K | Sell |
9,803
-699
| -7% | -$29.4K | 0.22% | 96 |
|
|
2023
Q4 | $410K | Sell |
10,502
-6,544
| -38% | -$255K | 0.25% | 87 |
|
|
2023
Q3 | $596K | Sell |
17,046
-17,231
| -50% | -$603K | 0.4% | 65 |
|
|
2023
Q2 | $1.25M | Sell |
34,277
-4,396
| -11% | -$160K | 0.87% | 31 |
|
|
2023
Q1 | $1.45M | Sell |
38,673
-7,068
| -15% | -$264K | 1.14% | 22 |
|
|
2022
Q4 | $1.58M | Buy |
45,741
+433
| +1% | +$15K | 1.41% | 18 |
|
|
2022
Q3 | $1.43M | Buy |
45,308
+4,426
| +11% | +$140K | 1.32% | 19 |
|
|
2022
Q2 | $1.4M | Buy |
+40,882
| New | +$1.4M | 1.26% | 23 |
|
|
2022
Q1 | – | Sell |
-31,777
| Closed | -$1.11M | – | 117 |
|
|
2021
Q4 | $1.11M | Sell |
31,777
-873
| -3% | -$30.4K | 0.96% | 29 |
|
|
2021
Q3 | $1.09M | Buy |
+32,650
| New | +$1.09M | 1.02% | 25 |
|
|
2021
Q2 | – | Sell |
-27,362
| Closed | -$890K | – | 121 |
|
|
2021
Q1 | $890K | Sell |
27,362
-5,586
| -17% | -$182K | 0.94% | 30 |
|
|
2020
Q4 | $1.19M | Buy |
+32,948
| New | +$1.19M | 1.17% | 23 |
|