DFG
DWM Financial Group’s iShares Gold Trust IAU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $4.79M | Sell |
264,237
-91,918
| -26% | -$1.67M | 6.52% | 6 |
|
|
2020
Q3 | $6.41M | Buy |
356,155
+15,758
| +5% | +$283K | 10.01% | 5 |
|
|
2020
Q2 | $5.78M | Buy |
340,397
+44,562
| +15% | +$757K | 8.62% | 4 |
|
|
2020
Q1 | $4.46M | Buy |
295,835
+155,051
| +110% | +$2.34M | 9.8% | 5 |
|
|
2019
Q4 | $2.04M | Buy |
+140,784
| New | +$2.04M | 2.08% | 19 |
|