Dowling & Yahnke’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
Q3 | $239K | Sell |
7,575
-1,362
| -15% | -$43K | 0.01% | 332 |
|
|
2022
Q2 | $307K | Sell |
8,937
-352
| -4% | -$12.1K | 0.01% | 310 |
|
|
2022
Q1 | $342K | Buy |
9,289
+352
| +4% | +$13K | 0.01% | 298 |
|
|
2021
Q4 | $311K | Hold |
8,937
| – | – | 0.02% | 316 |
|
|
2021
Q3 | $299K | Hold |
8,937
| – | – | 0.02% | 311 |
|
|
2021
Q2 | $301K | Hold |
8,937
| – | – | 0.02% | 307 |
|
|
2021
Q1 | $291K | Buy |
8,937
+1,725
| +24% | +$56.2K | 0.02% | 295 |
|
|
2020
Q4 | $262K | Sell |
7,212
-1,200
| -14% | -$43.6K | 0.02% | 293 |
|
|
2020
Q3 | $303K | Hold |
8,412
| – | – | 0.02% | 265 |
|
|
2020
Q2 | $286K | Sell |
8,412
-2,812
| -25% | -$95.6K | 0.02% | 264 |
|
|
2020
Q1 | $338K | Buy |
11,224
+2,812
| +33% | +$84.7K | 0.03% | 241 |
|
|
2019
Q4 | $244K | Hold |
8,412
| – | – | 0.02% | 282 |
|
|
2019
Q3 | $237K | Buy |
+8,412
| New | +$237K | 0.02% | 280 |
|