Destiny Wealth Partners’s iShares Gold Trust IAU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-3,711
| Closed | -$128K | – | 375 |
|
|
2022
Q4 | $128K | Hold |
3,711
| – | – | 0.03% | 210 |
|
|
2022
Q3 | $117K | Hold |
3,711
| – | – | 0.03% | 216 |
|
|
2022
Q2 | $127K | Hold |
3,711
| – | – | 0.03% | 220 |
|
|
2022
Q1 | $137K | Hold |
3,711
| – | – | 0.03% | 189 |
|
|
2021
Q4 | $129K | Hold |
3,711
| – | – | 0.02% | 213 |
|
|
2021
Q3 | $124K | Buy |
+3,711
| New | +$124K | 0.02% | 201 |
|
|
2021
Q2 | – | Sell |
-4,132
| Closed | -$134K | – | 324 |
|
|
2021
Q1 | $134K | Buy |
4,132
+420
| +11% | +$13.6K | 0.03% | 195 |
|
|
2020
Q4 | $135K | Buy |
+3,712
| New | +$135K | 0.03% | 229 |
|