Financial Gravity Asset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-67
| Closed | -$2.85K | – | 410 |
|
|
2024
Q1 | $2.85K | Sell |
67
-254
| -79% | -$10.8K | ﹤0.01% | 1001 |
|
|
2023
Q4 | $31.9K | Buy |
321
+66
| +26% | +$6.56K | ﹤0.01% | 630 |
|
|
2023
Q3 | $29.4K | Buy |
255
+219
| +608% | +$25.2K | ﹤0.01% | 523 |
|
|
2023
Q2 | $21.1K | Sell |
36
-1
| -3% | -$587 | 0.06% | 142 |
|
|
2023
Q1 | $2.45K | Buy |
37
+2
| +6% | +$132 | 0.08% | 269 |
|
|
2022
Q4 | $20.1K | Sell |
35
-61
| -64% | -$35K | 0.1% | 108 |
|
|
2022
Q3 | $2.07K | Sell |
96
-74
| -44% | -$1.59K | 0.07% | 288 |
|
|
2022
Q2 | $2.25K | Sell |
170
-15
| -8% | -$198 | 0.07% | 271 |
|
|
2022
Q1 | $2.41K | Sell |
185
-2,680
| -94% | -$35K | 0.07% | 260 |
|
|
2021
Q4 | $8.04K | Buy |
2,865
+805
| +39% | +$2.26K | 0.18% | 163 |
|
|
2021
Q3 | $94K | Buy |
2,060
+168
| +9% | +$7.67K | 0.04% | 372 |
|
|
2021
Q2 | $95K | Buy |
1,892
+214
| +13% | +$10.7K | 0.03% | 360 |
|
|
2021
Q1 | $2.53K | Sell |
1,678
-164
| -9% | -$248 | 0.05% | 221 |
|
|
2020
Q4 | $66K | Buy |
+1,842
| New | +$66K | 0.06% | 81 |
|
|
2020
Q2 | – | Sell |
-2,925
| Closed | -$35.4K | – | 408 |
|
|
2020
Q1 | $35.4K | Sell |
2,925
-1,897
| -39% | -$23K | 0.11% | 82 |
|
|
2019
Q4 | $65K | Sell |
4,822
-3,577
| -43% | -$48.2K | 0.04% | 507 |
|
|
2019
Q3 | $237K | Sell |
8,399
-10,505
| -56% | -$296K | 0.2% | 101 |
|
|
2019
Q2 | $510K | Sell |
18,904
-4,752
| -20% | -$128K | 0.42% | 64 |
|
|
2019
Q1 | $583K | Buy |
+23,656
| New | +$583K | 0.47% | 53 |
|
|
2018
Q3 | $69K | Buy |
2,954
+1,791
| +154% | +$41.8K | 0.07% | 263 |
|
|
2018
Q2 | $27K | Sell |
1,163
-101
| -8% | -$2.35K | 0.03% | 441 |
|
|
2018
Q1 | $32K | Buy |
+1,264
| New | +$32K | 0.03% | 450 |
|