Essex Private 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-7,571
| Closed | -$264K | – | 46 |
|
|
2021
Q4 | $264K | Sell |
7,571
-190
| -2% | -$6.63K | 0.22% | 53 |
|
|
2021
Q3 | $259K | Buy |
+7,761
| New | +$259K | 0.24% | 60 |
|
|
2021
Q2 | – | Sell |
-7,763
| Closed | -$252K | – | 66 |
|
|
2021
Q1 | $252K | Sell |
7,763
-50
| -0.6% | -$1.62K | 0.24% | 57 |
|
|
2020
Q4 | $283K | Buy |
7,813
+1,649
| +27% | +$59.7K | 0.28% | 55 |
|
|
2020
Q3 | $221K | Buy |
+6,164
| New | +$221K | 0.23% | 58 |
|