Elmwood Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
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|
2022
Q4 | $689K | Sell |
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|
2022
Q3 | $670K | Sell |
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|
2022
Q2 | $774K | Sell |
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|
2022
Q1 | $1.61M | Sell |
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|
2021
Q4 | $1.66M | Buy |
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|
2021
Q2 | $1.68M | Sell |
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|
2021
Q1 | $1.65M | Buy |
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|
2020
Q3 | $1.44M | Hold |
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|
2020
Q2 | $1.44M | Buy |
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|
2020
Q1 | $64.9K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $47K | Sell |
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|
2019
Q1 | $45K | Sell |
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|
2018
Q4 | $66K | Buy |
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|
2018
Q3 | $58.3K | Hold |
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|
2018
Q2 | $61.3K | Hold |
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|
2018
Q1 | $64.9K | Buy |
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