Compass 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
Q3 | – | Sell |
-415
| Closed | -$18.2K | – | 401 |
|
|
2024
Q2 | $18.2K | Buy |
+415
| New | +$18.2K | ﹤0.01% | 334 |
|
|
2023
Q3 | – | Sell |
-285
| Closed | -$10.4K | – | 401 |
|
|
2023
Q2 | $10.4K | Hold |
285
| – | – | ﹤0.01% | 352 |
|
|
2023
Q1 | $10.7K | Hold |
285
| – | – | ﹤0.01% | 353 |
|
|
2022
Q4 | $9.86K | Buy |
+285
| New | +$9.86K | ﹤0.01% | 353 |
|