Centaurus Financial’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
Q1 | – | Sell |
-57,163
| Closed | -$1.99M | – | 927 |
|
2021
Q4 | $1.99M | Buy |
57,163
+3,290
| +6% | +$115K | 0.15% | 172 |
|
2021
Q3 | $1.8M | Buy |
53,873
+2,644
| +5% | +$88.3K | 0.15% | 172 |
|
2021
Q2 | $1.73M | Sell |
51,229
-51
| -0.1% | -$1.72K | 0.15% | 173 |
|
2021
Q1 | $1.67M | Buy |
51,280
+5,037
| +11% | +$164K | 0.16% | 158 |
|
2020
Q4 | $1.68M | Buy |
46,243
+6,005
| +15% | +$218K | 0.18% | 145 |
|
2020
Q3 | $1.45M | Buy |
40,238
+14,365
| +56% | +$517K | 0.2% | 120 |
|
2020
Q2 | $879K | Buy |
25,873
+431
| +2% | +$14.6K | 0.13% | 184 |
|
2020
Q1 | $767K | Sell |
25,442
-2,440
| -9% | -$73.6K | 0.15% | 163 |
|
2019
Q4 | $809K | Buy |
27,882
+10,299
| +59% | +$299K | 0.11% | 218 |
|
2019
Q3 | $496K | Buy |
17,583
+3,953
| +29% | +$112K | 0.08% | 267 |
|
2019
Q2 | $368K | Buy |
+13,630
| New | +$368K | 0.06% | 324 |
|
2018
Q3 | – | Sell |
-3,759
| Closed | -$90K | – | 1216 |
|
2018
Q2 | $90K | Buy |
+3,759
| New | +$90K | 0.01% | 744 |
|