Ellevest 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
Q2 | – | Sell |
-916
| Closed | -$34.2K | – | 945 |
|
|
2023
Q1 | $34.2K | Sell |
916
-471
| -34% | -$17.6K | ﹤0.01% | 707 |
|
|
2022
Q4 | $48K | Buy |
1,387
+587
| +73% | +$20.3K | ﹤0.01% | 613 |
|
|
2022
Q3 | $25K | Sell |
800
-822
| -51% | -$25.7K | ﹤0.01% | 758 |
|
|
2022
Q2 | $56K | Sell |
1,622
-75
| -4% | -$2.59K | 0.01% | 542 |
|
|
2022
Q1 | $63K | Buy |
1,697
+75
| +5% | +$2.78K | 0.01% | 482 |
|
|
2021
Q4 | $56K | Sell |
1,622
-110
| -6% | -$3.8K | 0.01% | 488 |
|
|
2021
Q3 | $58K | Sell |
1,732
-255
| -13% | -$8.54K | 0.01% | 453 |
|
|
2021
Q2 | $67K | Buy |
1,987
+414
| +26% | +$14K | 0.01% | 428 |
|
|
2021
Q1 | $51K | Hold |
1,573
| – | – | 0.01% | 470 |
|
|
2020
Q4 | $57K | Buy |
1,573
+750
| +91% | +$27.2K | 0.01% | 429 |
|
|
2020
Q3 | $30K | Sell |
823
-255
| -24% | -$9.3K | 0.01% | 454 |
|
|
2020
Q2 | $37K | Buy |
1,078
+255
| +31% | +$8.75K | 0.01% | 404 |
|
|
2020
Q1 | $25K | Hold |
823
| – | – | 0.01% | 388 |
|
|
2019
Q4 | $24K | Sell |
823
-134
| -14% | -$3.91K | 0.01% | 382 |
|
|
2019
Q3 | $27K | Buy |
957
+134
| +16% | +$3.78K | 0.01% | 161 |
|
|
2019
Q2 | $22K | Sell |
823
-1,459
| -64% | -$39K | 0.01% | 190 |
|
|
2019
Q1 | $57K | Buy |
2,282
+1,144
| +101% | +$28.6K | 0.03% | 85 |
|
|
2018
Q4 | $28K | Buy |
+1,138
| New | +$28K | 0.01% | 236 |
|