Elmwood Wealth Management’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
Q1 | – | Sell |
-19,919
| Closed | -$689K | – | 124 |
|
|
2022
Q4 | $689K | Sell |
19,919
-1,332
| -6% | -$46.1K | 0.34% | 87 |
|
|
2022
Q3 | $670K | Sell |
21,251
-1,320
| -6% | -$41.6K | 0.33% | 83 |
|
|
2022
Q2 | $774K | Sell |
22,571
-21,227
| -48% | -$728K | 0.44% | 75 |
|
|
2022
Q1 | $1.61M | Sell |
43,798
-3,907
| -8% | -$144K | 0.83% | 51 |
|
|
2021
Q4 | $1.66M | Buy |
+47,705
| New | +$1.66M | 0.79% | 48 |
|
|
2021
Q2 | $1.68M | Sell |
49,803
-965
| -2% | -$32.5K | 0.88% | 38 |
|
|
2021
Q1 | $1.65M | Buy |
+50,768
| New | +$1.65M | 1.01% | 34 |
|
|
2020
Q3 | $1.44M | Hold |
42,320
| – | – | 1.17% | 24 |
|
|
2020
Q2 | $1.44M | Buy |
42,320
+39,770
| +1,560% | +$1.35M | 1.17% | 24 |
|
|
2020
Q1 | $64.9K | Buy |
+2,550
| New | +$64.9K | 0.06% | 114 |
|
|
2019
Q3 | – | Sell |
-1,750
| Closed | -$47K | – | 267 |
|
|
2019
Q2 | $47K | Sell |
1,750
-55
| -3% | -$1.48K | 0.04% | 129 |
|
|
2019
Q1 | $45K | Sell |
1,805
-895
| -33% | -$22.3K | 0.04% | 128 |
|
|
2018
Q4 | $66K | Buy |
2,700
+150
| +6% | +$3.67K | 0.06% | 116 |
|
|
2018
Q3 | $58.3K | Hold |
2,550
| – | – | 0.05% | 131 |
|
|
2018
Q2 | $61.3K | Hold |
2,550
| – | – | 0.06% | 122 |
|
|
2018
Q1 | $64.9K | Buy |
+2,550
| New | +$64.9K | 0.06% | 114 |
|