EWM
Executive Wealth Management’s iShares Gold Trust IAU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $8.09M | Sell |
163,439
-113,445
| -41% | -$5.62M | 0.63% | 49 |
|
|
2024
Q3 | $13.8M | Buy |
+276,884
| New | +$13.8M | 1.08% | 22 |
|
|
2024
Q2 | – | Sell |
-153,586
| Closed | -$6.52M | – | 175 |
|
|
2024
Q1 | $6.52M | Sell |
153,586
-100,029
| -39% | -$4.25M | 0.57% | 62 |
|
|
2023
Q4 | $9.9M | Buy |
253,615
+142,043
| +127% | +$5.54M | 0.93% | 29 |
|
|
2023
Q3 | $3.9M | Sell |
111,572
-179,205
| -62% | -$6.27M | 0.4% | 69 |
|
|
2023
Q2 | $10.6M | Buy |
290,777
+155,356
| +115% | +$5.65M | 1.1% | 19 |
|
|
2023
Q1 | $5.06M | Buy |
135,421
+53,546
| +65% | +$2M | 0.56% | 62 |
|
|
2022
Q4 | $2.83M | Buy |
81,875
+81,387
| +16,678% | +$2.82M | 0.35% | 73 |
|
|
2022
Q3 | $488 | Sell |
488
-162,587
| -100% | -$163K | 0.07% | 124 |
|
|
2022
Q2 | $5.6M | Sell |
163,075
-66,736
| -29% | -$2.29M | 0.75% | 46 |
|
|
2022
Q1 | $8.46M | Buy |
229,811
+115,445
| +101% | +$4.25M | 0.92% | 24 |
|
|
2021
Q4 | $3.98M | Buy |
114,366
+18,949
| +20% | +$660K | 0.4% | 74 |
|
|
2021
Q3 | $3.19M | Buy |
95,417
+1,973
| +2% | +$65.9K | 0.35% | 80 |
|
|
2021
Q2 | $3.15M | Sell |
93,444
-66,223
| -41% | -$2.23M | 0.35% | 80 |
|
|
2021
Q1 | $2.6M | Sell |
159,667
-12,886
| -7% | -$210K | 0.3% | 83 |
|
|
2020
Q4 | $3.13M | Sell |
172,553
-31,798
| -16% | -$576K | 0.38% | 64 |
|
|
2020
Q3 | $3.68M | Sell |
204,351
-125,678
| -38% | -$2.26M | 0.51% | 51 |
|
|
2020
Q2 | $5.61M | Buy |
330,029
+159,371
| +93% | +$2.71M | 0.84% | 24 |
|
|
2020
Q1 | $2.57M | Buy |
170,658
+122,585
| +255% | +$1.85M | 0.46% | 46 |
|
|
2019
Q4 | $697K | Sell |
48,073
-196,621
| -80% | -$2.85M | 0.1% | 104 |
|
|
2019
Q3 | $3.45M | Buy |
244,694
+207,493
| +558% | +$2.93M | 0.52% | 47 |
|
|
2019
Q2 | $502K | Sell |
37,201
-206,086
| -85% | -$2.78M | 0.07% | 126 |
|
|
2019
Q1 | $3.01M | Buy |
243,287
+7,439
| +3% | +$92.1K | 0.54% | 48 |
|
|
2018
Q4 | $2.9M | Buy |
+235,848
| New | +$2.9M | 0.51% | 40 |
|