Disciplined 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-2,719
| Closed | -$86K | – | 1667 |
|
|
2022
Q3 | $86K | Hold |
2,719
| – | – | 0.04% | 169 |
|
|
2022
Q2 | $93K | Hold |
2,719
| – | – | 0.04% | 168 |
|
|
2022
Q1 | $100K | Buy |
+2,719
| New | +$100K | 0.04% | 169 |
|
|
2021
Q4 | – | Sell |
-82
| Closed | -$3K | – | 492 |
|
|
2021
Q3 | $3K | Buy |
+82
| New | +$3K | ﹤0.01% | 369 |
|
|
2020
Q4 | – | Sell |
-368
| Closed | -$13K | – | 352 |
|
|
2020
Q3 | $13K | Hold |
368
| – | – | 0.01% | 243 |
|
|
2020
Q2 | $12K | Hold |
368
| – | – | 0.01% | 258 |
|
|
2020
Q1 | $11K | Hold |
368
| – | – | 0.01% | 266 |
|
|
2019
Q4 | $11K | Buy |
+368
| New | +$11K | 0.01% | 283 |
|