FinTrust Capital Advisors’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
Q3 | $3.43M | Buy |
69,057
+1,460
| +2% | +$72.6K | 0.58% | 36 |
|
|
2024
Q2 | $2.97M | Buy |
67,597
+3,664
| +6% | +$161K | 0.54% | 35 |
|
|
2024
Q1 | $2.69M | Buy |
63,933
+9,197
| +17% | +$386K | 0.52% | 35 |
|
|
2023
Q4 | $2.14M | Buy |
54,736
+5,477
| +11% | +$214K | 0.43% | 45 |
|
|
2023
Q3 | $1.72M | Buy |
49,259
+16,911
| +52% | +$592K | 0.38% | 54 |
|
|
2023
Q2 | $1.12M | Hold |
32,348
| – | – | 0.27% | 94 |
|
|
2023
Q1 | $1.12M | Hold |
32,348
| – | – | 0.27% | 91 |
|
|
2022
Q4 | $1.12M | Buy |
32,348
+5,228
| +19% | +$181K | 0.27% | 92 |
|
|
2022
Q3 | $850K | Buy |
27,120
+4,954
| +22% | +$155K | 0.22% | 111 |
|
|
2022
Q2 | $726K | Buy |
22,166
+6,624
| +43% | +$217K | 0.18% | 126 |
|
|
2022
Q1 | $572K | Buy |
15,542
+8,941
| +135% | +$329K | 0.13% | 148 |
|
|
2021
Q4 | $230K | Buy |
6,601
+4,088
| +163% | +$142K | 0.06% | 263 |
|
|
2021
Q3 | $84K | Buy |
2,513
+1,631
| +185% | +$54.5K | 0.02% | 453 |
|
|
2021
Q2 | $30K | Sell |
882
-1
| -0.1% | -$34 | 0.01% | 646 |
|
|
2021
Q1 | $29K | Hold |
883
| – | – | 0.01% | 619 |
|
|
2020
Q4 | $32K | Sell |
883
-100
| -10% | -$3.62K | 0.01% | 562 |
|
|
2020
Q3 | $35 | Sell |
983
-14
| -1% | – | 0.01% | 547 |
|
|
2020
Q2 | $34K | Buy |
997
+200
| +25% | +$6.82K | 0.01% | 545 |
|
|
2020
Q1 | $24K | Buy |
797
+150
| +23% | +$4.52K | 0.01% | 583 |
|
|
2019
Q4 | $19K | Hold |
647
| – | – | 0.01% | 642 |
|
|
2019
Q3 | $18K | Hold |
647
| – | – | 0.01% | 649 |
|
|
2019
Q2 | $17K | Hold |
647
| – | – | 0.01% | 633 |
|
|
2019
Q1 | $16K | Hold |
647
| – | – | 0.01% | 654 |
|
|
2018
Q4 | $16K | Buy |
+647
| New | +$16K | 0.01% | 647 |
|