Financial Advisory Group’s iShares Gold Trust IAU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-5,660
| Closed | -$212K | – | 94 |
|
|
2023
Q1 | $212K | Buy |
+5,660
| New | +$212K | 0.04% | 82 |
|
|
2022
Q2 | – | Sell |
-5,660
| Closed | -$208K | – | 95 |
|
|
2022
Q1 | $208K | Buy |
+5,660
| New | +$208K | 0.04% | 93 |
|
|
2021
Q2 | – | Sell |
-5,660
| Closed | -$184K | – | 93 |
|
|
2021
Q1 | $184K | Hold |
5,660
| – | – | 0.05% | 80 |
|
|
2020
Q4 | $205K | Hold |
5,660
| – | – | 0.05% | 83 |
|
|
2020
Q3 | $204K | Buy |
+5,660
| New | +$204K | 0.07% | 75 |
|