Brio Consultants’s iShares Gold Trust IAU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-86,283
| Closed | -$2.84M | – | 95 |
|
|
2022
Q2 | $2.84M | Sell |
86,283
-50,380
| -37% | -$1.66M | 0.65% | 31 |
|
|
2022
Q1 | $5.03M | Buy |
136,663
+26,679
| +24% | +$983K | 1.07% | 25 |
|
|
2021
Q4 | $3.83M | Buy |
109,984
+6,627
| +6% | +$231K | 0.9% | 23 |
|
|
2021
Q3 | $3.45M | Buy |
103,357
+10,678
| +12% | +$357K | 0.84% | 26 |
|
|
2021
Q2 | $3.12M | Buy |
92,679
+7,511
| +9% | +$253K | 0.8% | 27 |
|
|
2021
Q1 | $2.77M | Buy |
85,168
+7,293
| +9% | +$237K | 0.82% | 27 |
|
|
2020
Q4 | $2.82M | Buy |
77,875
+7,678
| +11% | +$278K | 0.91% | 25 |
|
|
2020
Q3 | $2.53M | Buy |
70,197
+8,411
| +14% | +$303K | 0.76% | 26 |
|
|
2020
Q2 | $2.1M | Buy |
+61,786
| New | +$2.1M | 0.7% | 27 |
|