Cassady Schiller 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
Q4 | $17K | Hold |
343
| – | – | 0.01% | 295 |
|
|
2024
Q3 | $17K | Hold |
343
| – | – | 0.01% | 283 |
|
|
2024
Q2 | $15.1K | Buy |
343
+168
| +96% | +$7.38K | 0.01% | 292 |
|
|
2024
Q1 | $7.35K | Buy |
+175
| New | +$7.35K | ﹤0.01% | 350 |
|
|
2022
Q1 | – | Sell |
-256
| Closed | -$9K | – | 325 |
|
|
2021
Q4 | $9K | Buy |
+256
| New | +$9K | 0.01% | 321 |
|