DWA
Divergent Wealth Advisors’s iShares Gold Trust IAU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $861K | Buy |
17,333
+75
| +0.4% | +$3.73K | 0.16% | 16 |
|
|
2024
Q2 | $758K | Buy |
17,258
+1,811
| +12% | +$79.6K | 0.15% | 16 |
|
|
2024
Q1 | $649K | Sell |
15,447
-191
| -1% | -$8.02K | 0.13% | 17 |
|
|
2023
Q4 | $610K | Buy |
15,638
+322
| +2% | +$12.6K | 0.13% | 18 |
|
|
2023
Q3 | $536K | Buy |
15,316
+3,401
| +29% | +$119K | 0.12% | 18 |
|
|
2023
Q2 | $434K | Buy |
11,915
+845
| +8% | +$30.8K | 0.1% | 21 |
|
|
2023
Q1 | $414K | Buy |
+11,070
| New | +$414K | 0.1% | 21 |
|
|
2018
Q4 | – | Sell |
-9,300
| Closed | -$107K | – | 78 |
|
|
2018
Q3 | $107K | Hold |
9,300
| – | – | 0.04% | 44 |
|
|
2018
Q2 | $112K | Hold |
9,300
| – | – | 0.04% | 45 |
|
|
2018
Q1 | $118K | Buy |
+9,300
| New | +$118K | 0.04% | 45 |
|