Diversified Portfolios Inc’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
Q3 | – | Sell |
-5,584
| Closed | -$203K | – | 121 |
|
|
2023
Q2 | $203K | Buy |
+5,584
| New | +$203K | 0.04% | 124 |
|
|
2023
Q1 | – | Sell |
-7,998
| Closed | -$277K | – | 137 |
|
|
2022
Q4 | $277K | Buy |
7,998
+625
| +8% | +$21.6K | 0.06% | 118 |
|
|
2022
Q3 | $232K | Buy |
7,373
+543
| +8% | +$17.1K | 0.06% | 126 |
|
|
2022
Q2 | $234K | Buy |
+6,830
| New | +$234K | 0.07% | 115 |
|