Cornerstone Wealth Group’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
Q4
Sell
-8,955
Closed -$282K 141
2022
Q3
$282K Hold
8,955
0.06% 108
2022
Q2
$307K Sell
8,955
-1,088
-11% -$37.3K 0.06% 109
2022
Q1
$370K Sell
10,043
-50
-0.5% -$1.84K 0.07% 123
2021
Q4
$351K Buy
+10,093
New +$351K 0.06% 126