Brown Miller 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-5,360
| Closed | -$200K | – | 123 |
|
|
2023
Q1 | $200K | Buy |
+5,360
| New | +$200K | 0.12% | 117 |
|
|
2022
Q3 | – | Sell |
-5,860
| Closed | -$201K | – | 114 |
|
|
2022
Q2 | $201K | Sell |
5,860
-1,530
| -21% | -$52.5K | 0.14% | 112 |
|
|
2022
Q1 | $272K | Sell |
7,390
-200
| -3% | -$7.36K | 0.16% | 101 |
|
|
2021
Q4 | $264K | Hold |
7,590
| – | – | 0.15% | 105 |
|
|
2021
Q3 | $253K | Hold |
7,590
| – | – | 0.16% | 105 |
|
|
2021
Q2 | $255K | Buy |
7,590
+1,450
| +24% | +$48.7K | 0.16% | 102 |
|
|
2021
Q1 | $200K | Buy |
+6,140
| New | +$200K | 0.14% | 114 |
|