Filbrandt 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 | |
---|---|---|---|---|---|---|---|---|
2021
Q3 | – | Sell |
-74
| Closed | -$2K | – | 246 |
|
2021
Q2 | $2K | Buy |
74
+46
| +164% | +$1.24K | ﹤0.01% | 163 |
|
2021
Q1 | $1K | Sell |
28
-391
| -93% | -$14K | ﹤0.01% | 169 |
|
2020
Q4 | $15K | Buy |
+419
| New | +$15K | 0.01% | 125 |
|
2020
Q2 | – | Sell |
-130
| Closed | -$4K | – | 424 |
|
2020
Q1 | $4K | Buy |
+130
| New | +$4K | ﹤0.01% | 155 |
|