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