Dowling & Yahnke’s iShares Gold Trust IAU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $239K | Sell |
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|
2022
Q2 | $307K | Sell |
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|
2022
Q1 | $342K | Buy |
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|
2021
Q4 | $311K | Hold |
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|
2021
Q3 | $299K | Hold |
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|
2021
Q2 | $301K | Hold |
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|
2021
Q1 | $291K | Buy |
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|
2020
Q4 | $262K | Sell |
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|
2020
Q3 | $303K | Hold |
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|
2020
Q2 | $286K | Sell |
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|
2020
Q1 | $338K | Buy |
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|
2019
Q4 | $244K | Hold |
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|
2019
Q3 | $237K | Buy |
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