Financial Partners Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $7.81M | Sell |
225,905
-13,592
| -6% | -$470K | 1.74% | 21 |
|
|
2022
Q3 | $7.55M | Sell |
239,497
-14,479
| -6% | -$457K | 1.79% | 24 |
|
|
2022
Q2 | $8.71M | Sell |
253,976
-126,796
| -33% | -$4.35M | 1.87% | 20 |
|
|
2022
Q1 | $14M | Sell |
380,772
-5,662
| -1% | -$209K | 2.6% | 8 |
|
|
2021
Q4 | $13.5M | Sell |
386,434
-1,170
| -0.3% | -$40.7K | 2.38% | 15 |
|
|
2021
Q3 | $12.9M | Sell |
387,604
-3,329
| -0.9% | -$111K | 2.37% | 14 |
|
|
2021
Q2 | $13.2M | Buy |
390,933
+94,651
| +32% | +$3.19M | 2.42% | 15 |
|
|
2021
Q1 | $9.64M | Buy |
296,282
+325
| +0.1% | +$10.6K | 1.95% | 20 |
|
|
2020
Q4 | $10.7M | Buy |
295,957
+91,568
| +45% | +$3.32M | 2.45% | 16 |
|
|
2020
Q3 | $7.35M | Sell |
204,389
-1,300
| -0.6% | -$46.8K | 1.95% | 22 |
|
|
2020
Q2 | $6.99M | Sell |
205,689
-500
| -0.2% | -$17K | 2.01% | 21 |
|
|
2020
Q1 | $6.21M | Buy |
+206,189
| New | +$6.21M | 1.98% | 23 |
|
|
2018
Q4 | $4.08M | Buy |
+165,895
| New | +$4.08M | 1.34% | 30 |
|