Ferris Capital’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 | $2.97M | Sell |
80,709
-2,746
| -3% | -$101K | 0.68% | 39 |
|
|
2021
Q4 | $2.91M | Sell |
83,455
-3,762
| -4% | -$131K | 0.63% | 40 |
|
|
2021
Q3 | $3.09M | Buy |
+87,217
| New | +$3.09M | 0.66% | 37 |
|
|
2021
Q2 | – | Sell |
-102,315
| Closed | -$3.33M | – | 109 |
|
|
2021
Q1 | $3.33M | Buy |
102,315
+8,342
| +9% | +$271K | 0.83% | 28 |
|
|
2020
Q4 | $3.41M | Buy |
93,973
+21,774
| +30% | +$789K | 0.95% | 21 |
|
|
2020
Q3 | $2.6M | Buy |
72,199
+21,411
| +42% | +$770K | 0.84% | 30 |
|
|
2020
Q2 | $1.73M | Buy |
+50,788
| New | +$1.73M | 0.61% | 45 |
|