Destination 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-5,882
| Closed | -$202K | – | 192 |
|
|
2022
Q2 | $202K | Sell |
5,882
-758
| -11% | -$26K | 0.01% | 189 |
|
|
2022
Q1 | $245K | Buy |
6,640
+322
| +5% | +$11.9K | 0.01% | 185 |
|
|
2021
Q4 | $220K | Buy |
+6,318
| New | +$220K | 0.01% | 190 |
|
|
2021
Q3 | – | Sell |
-6,730
| Closed | -$227K | – | 176 |
|
|
2021
Q2 | $227K | Sell |
6,730
-259
| -4% | -$8.74K | 0.01% | 173 |
|
|
2021
Q1 | $227K | Sell |
6,989
-32
| -0.5% | -$1.04K | 0.01% | 171 |
|
|
2020
Q4 | $255K | Buy |
+7,021
| New | +$255K | 0.01% | 151 |
|
|
2019
Q3 | – | Sell |
-1,197
| Closed | -$32K | – | 291 |
|
|
2019
Q2 | $32K | Buy |
1,197
+568
| +90% | +$15.2K | ﹤0.01% | 329 |
|
|
2019
Q1 | $16K | Sell |
629
-509
| -45% | -$12.9K | ﹤0.01% | 410 |
|
|
2018
Q4 | $28K | Sell |
1,138
-9
| -0.8% | -$221 | ﹤0.01% | 330 |
|
|
2018
Q3 | $26K | Sell |
1,147
-75
| -6% | -$1.7K | ﹤0.01% | 371 |
|
|
2018
Q2 | $29K | Buy |
1,222
+1,017
| +496% | +$24.1K | ﹤0.01% | 312 |
|
|
2018
Q1 | $5K | Buy |
+205
| New | +$5K | ﹤0.01% | 448 |
|
|
2017
Q1 | – | Sell |
-19,569
| Closed | -$434K | – | 166 |
|
|
2016
Q4 | $434K | Sell |
19,569
-21,238
| -52% | -$471K | 0.03% | 117 |
|
|
2016
Q3 | $1.04M | Buy |
40,807
+1,929
| +5% | +$49K | 0.08% | 84 |
|
|
2016
Q2 | $992K | Buy |
+38,878
| New | +$992K | 0.08% | 81 |
|
|
2013
Q4 | – | Sell |
-6,117
| Closed | -$157K | – | 110 |
|
|
2013
Q3 | $157K | Sell |
6,117
-198
| -3% | -$5.08K | 0.02% | 94 |
|
|
2013
Q2 | $151K | Buy |
+6,315
| New | +$151K | 0.02% | 92 |
|