Castleview Partners’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 | – | Sell |
-3,541
| Closed | -$176K | – | 599 |
|
|
2024
Q3 | $176K | Buy |
3,541
+3,472
| +5,032% | +$173K | 0.1% | 184 |
|
|
2024
Q2 | $3.03K | Hold |
69
| – | – | ﹤0.01% | 689 |
|
|
2024
Q1 | $2.9K | Sell |
69
-35
| -34% | -$1.47K | ﹤0.01% | 707 |
|
|
2023
Q4 | $4.06K | Buy |
104
+69
| +197% | +$2.69K | ﹤0.01% | 604 |
|
|
2023
Q3 | $1.23K | Sell |
35
-76
| -68% | -$2.66K | ﹤0.01% | 600 |
|
|
2023
Q2 | $4.04K | Sell |
111
-24,034
| -100% | -$875K | ﹤0.01% | 531 |
|
|
2023
Q1 | $902K | Buy |
24,145
+149
| +0.6% | +$5.57K | 0.8% | 27 |
|
|
2022
Q4 | $830K | Sell |
23,996
-4,895
| -17% | -$169K | 0.81% | 25 |
|
|
2022
Q3 | $911K | Buy |
28,891
+28,731
| +17,957% | +$906K | 0.87% | 21 |
|
|
2022
Q2 | $5.82K | Sell |
160
-47,244
| -100% | -$1.72M | ﹤0.01% | 520 |
|
|
2022
Q1 | $1.75M | Sell |
47,404
-1,653,656
| -97% | -$60.9M | 1.09% | 11 |
|
|
2021
Q4 | $48.9K | Buy |
+1,701,060
| New | +$48.9K | 0.39% | 26 |
|
|
2021
Q2 | $1.67M | Buy |
+49,465
| New | +$1.67M | 0.73% | 30 |
|