Financial Partners Capital Management’s iShares Gold Trust IAU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q4
$7.81M Sell
2022
Q3
$7.55M Sell
2022
Q2
$8.71M Sell
2022
Q1
$14M Sell
2021
Q4
$13.5M Sell
2021
Q3
$12.9M Sell
2021
Q2
$13.2M Buy
2021
Q1
$9.64M Buy
2020
Q4
$10.7M Buy
2020
Q3
$7.35M Sell
2020
Q2
$6.99M Sell
2020
Q1
$6.21M Buy
2018
Q4
$4.08M Buy