BW
Bison Wealth’s iShares Gold Trust IAU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $831K | Buy |
16,778
+7,379
| +79% | +$365K | 0.18% | 105 |
|
|
2024
Q3 | $467K | Sell |
9,399
-3,311
| -26% | -$165K | 0.07% | 246 |
|
|
2024
Q2 | $534K | Hold |
12,710
| – | – | 0.09% | 231 |
|
|
2024
Q1 | $534K | Sell |
12,710
-1,581
| -11% | -$66.4K | 0.09% | 231 |
|
|
2023
Q4 | $558K | Sell |
14,291
-2,894
| -17% | -$113K | 0.1% | 214 |
|
|
2023
Q3 | $601K | Sell |
17,185
-35,161
| -67% | -$1.23M | 0.12% | 186 |
|
|
2023
Q2 | $1.9M | Sell |
52,346
-1,458
| -3% | -$53.1K | 0.35% | 72 |
|
|
2023
Q1 | $2.05M | Sell |
53,804
-1,742
| -3% | -$66.5K | 0.64% | 45 |
|
|
2022
Q4 | $2.02M | Sell |
55,546
-7,457
| -12% | -$272K | 0.65% | 41 |
|
|
2022
Q3 | $1.99M | Sell |
63,003
-5,142
| -8% | -$162K | 0.78% | 31 |
|
|
2022
Q2 | $2.34M | Buy |
68,145
+21,735
| +47% | +$746K | 1.34% | 18 |
|
|
2022
Q1 | $1.71M | Buy |
46,410
+16,894
| +57% | +$622K | 0.87% | 28 |
|
|
2021
Q4 | $1.03M | Sell |
29,516
-5,308
| -15% | -$185K | 0.6% | 42 |
|
|
2021
Q3 | $1.16M | Sell |
34,824
-5,717
| -14% | -$191K | 0.53% | 42 |
|
|
2021
Q2 | $1.37M | Sell |
40,541
-100,449
| -71% | -$3.39M | 0.6% | 39 |
|
|
2021
Q1 | $2.29M | Buy |
140,990
+3,337
| +2% | +$54.2K | 0.98% | 17 |
|
|
2020
Q4 | $2.5M | Buy |
137,653
+24,669
| +22% | +$447K | 1.17% | 14 |
|
|
2020
Q3 | $2.03M | Buy |
112,984
+25,754
| +30% | +$463K | 1.19% | 17 |
|
|
2020
Q2 | $1.48M | Buy |
87,230
+38,986
| +81% | +$662K | 0.94% | 22 |
|
|
2020
Q1 | $727K | Buy |
48,244
+12,414
| +35% | +$187K | 0.53% | 56 |
|
|
2019
Q4 | $520K | Buy |
35,830
+15,438
| +76% | +$224K | 0.25% | 105 |
|
|
2019
Q3 | $288K | Buy |
+20,392
| New | +$288K | 0.16% | 163 |
|