Claraphi Advisory Network’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
Q3 | – | Sell |
-15,815
| Closed | -$543K | – | 240 |
|
|
2022
Q2 | $543K | Sell |
15,815
-965
| -6% | -$33.1K | 0.19% | 128 |
|
|
2022
Q1 | $618K | Buy |
16,780
+9,042
| +117% | +$333K | 0.18% | 121 |
|
|
2021
Q4 | $269K | Buy |
7,738
+1,339
| +21% | +$46.5K | 0.09% | 234 |
|
|
2021
Q3 | $214K | Buy |
6,399
+263
| +4% | +$8.8K | 0.08% | 275 |
|
|
2021
Q2 | $207K | Buy |
+6,136
| New | +$207K | 0.06% | 300 |
|
|
2020
Q3 | – | Sell |
-8,407
| Closed | -$286K | – | 281 |
|
|
2020
Q2 | $286K | Buy |
8,407
+75
| +0.9% | +$2.55K | 0.12% | 169 |
|
|
2020
Q1 | $251K | Buy |
+8,332
| New | +$251K | 0.12% | 156 |
|
|
2019
Q4 | – | Sell |
-6,983
| Closed | -$197K | – | 284 |
|
|
2019
Q3 | $197K | Buy |
+6,983
| New | +$197K | 0.12% | 199 |
|