Financial Architects (New Jersey)’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 | $332K | Buy |
+9,120
| New | +$332K | 0.05% | 249 |
|
|
2022
Q2 | – | Sell |
-6,213
| Closed | -$229K | – | 119 |
|
|
2022
Q1 | $229K | Buy |
+6,213
| New | +$229K | 0.03% | 306 |
|
|
2020
Q4 | – | Sell |
-6,591
| Closed | -$237K | – | 308 |
|
|
2020
Q3 | $237K | Buy |
6,591
+965
| +17% | +$34.7K | 0.05% | 235 |
|
|
2020
Q2 | $191K | Buy |
5,626
+1,652
| +42% | +$56.1K | 0.04% | 249 |
|
|
2020
Q1 | $120K | Sell |
3,974
-2,384
| -37% | -$72K | 0.03% | 288 |
|
|
2019
Q4 | $184K | Sell |
6,358
-345
| -5% | -$9.98K | 0.04% | 251 |
|
|
2019
Q3 | $189K | Buy |
6,703
+4,210
| +169% | +$119K | 0.04% | 232 |
|
|
2019
Q2 | $67K | Buy |
2,493
+1,127
| +83% | +$30.3K | 0.01% | 398 |
|
|
2019
Q1 | $34K | Sell |
1,366
-1,075
| -44% | -$26.8K | 0.01% | 641 |
|
|
2018
Q4 | $60K | Buy |
2,441
+177
| +8% | +$4.35K | 0.01% | 460 |
|
|
2018
Q3 | $52K | Sell |
2,264
-1,130
| -33% | -$26K | 0.01% | 534 |
|
|
2018
Q2 | $81K | Buy |
3,394
+690
| +26% | +$16.5K | 0.01% | 449 |
|
|
2018
Q1 | $69K | Buy |
2,704
+365
| +16% | +$9.31K | 0.01% | 484 |
|
|
2017
Q4 | $59K | Buy |
2,339
+1,623
| +227% | +$40.9K | 0.01% | 551 |
|
|
2017
Q3 | $17K | Sell |
716
-1,021
| -59% | -$24.2K | ﹤0.01% | 899 |
|
|
2017
Q2 | $41K | Buy |
1,737
+486
| +39% | +$11.5K | 0.01% | 651 |
|
|
2017
Q1 | $30K | Buy |
1,251
+371
| +42% | +$8.9K | 0.01% | 735 |
|
|
2016
Q4 | $19K | Sell |
880
-219
| -20% | -$4.73K | ﹤0.01% | 845 |
|
|
2016
Q3 | $28K | Hold |
1,099
| – | – | 0.01% | 746 |
|
|
2016
Q2 | $28K | Buy |
1,099
+867
| +374% | +$22.1K | 0.01% | 687 |
|
|
2016
Q1 | $6K | Buy |
+232
| New | +$6K | ﹤0.01% | 840 |
|
|
2015
Q3 | – | Sell |
-1,290
| Closed | -$29K | – | 512 |
|
|
2015
Q2 | $29K | Buy |
1,290
+321
| +33% | +$7.22K | 0.01% | 532 |
|
|
2015
Q1 | $22K | Buy |
969
+20
| +2% | +$454 | 0.01% | 550 |
|
|
2014
Q4 | $22K | Sell |
949
-1,479
| -61% | -$34.3K | 0.01% | 505 |
|
|
2014
Q3 | $57K | Buy |
2,428
+117
| +5% | +$2.75K | 0.03% | 296 |
|
|
2014
Q2 | $60K | Buy |
+2,311
| New | +$60K | 0.03% | 298 |
|
|
2013
Q4 | – | Sell |
-2,312
| Closed | -$60K | – | 337 |
|
|
2013
Q3 | $60K | Sell |
2,312
-225
| -9% | -$5.84K | 0.04% | 232 |
|
|
2013
Q2 | $61K | Buy |
+2,537
| New | +$61K | 0.04% | 220 |
|