DFPG Investments’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
Q4 | $4.3M | Sell |
111,400
-1,057
| -0.9% | -$40.8K | 0.34% | 74 |
|
|
2023
Q3 | $4.17M | Sell |
112,457
-3,724
| -3% | -$138K | 0.39% | 63 |
|
|
2023
Q2 | $4.35M | Buy |
116,181
+4,901
| +4% | +$184K | 0.39% | 57 |
|
|
2023
Q1 | $4.16M | Buy |
111,280
+4,174
| +4% | +$156K | 0.45% | 45 |
|
|
2022
Q4 | $3.81M | Buy |
107,106
+12,099
| +13% | +$431K | 0.63% | 34 |
|
|
2022
Q3 | $2.99M | Buy |
95,007
+29,257
| +44% | +$920K | 1.27% | 22 |
|
|
2022
Q2 | $2.13M | Buy |
65,750
+203
| +0.3% | +$6.58K | 0.93% | 32 |
|
|
2022
Q1 | $2.43M | Sell |
65,547
-617
| -0.9% | -$22.8K | 0.94% | 31 |
|
|
2021
Q4 | $2.31M | Buy |
66,164
+40
| +0.1% | +$1.4K | 0.97% | 28 |
|
|
2021
Q3 | $2.26M | Sell |
66,124
-305
| -0.5% | -$10.4K | 0.86% | 33 |
|
|
2021
Q2 | $2.29M | Buy |
66,429
+968
| +1% | +$33.3K | 0.87% | 34 |
|
|
2021
Q1 | $2.15M | Buy |
65,461
+2,757
| +4% | +$90.7K | 0.92% | 32 |
|
|
2020
Q4 | $2.21M | Buy |
62,704
+224
| +0.4% | +$7.9K | 1.02% | 23 |
|
|
2020
Q3 | $2.26M | Buy |
62,480
+12,962
| +26% | +$469K | 1.21% | 16 |
|
|
2020
Q2 | $1.7M | Buy |
+49,518
| New | +$1.7M | 1.04% | 19 |
|