Ford Financial Group’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
Q1 | – | Sell |
-7,132
| Closed | -$247K | – | 43 |
|
|
2022
Q4 | $247K | Sell |
7,132
-310
| -4% | -$10.7K | 0.1% | 104 |
|
|
2022
Q3 | $234K | Sell |
7,442
-19,438
| -72% | -$611K | 0.1% | 104 |
|
|
2022
Q2 | $922K | Buy |
+26,880
| New | +$922K | 0.38% | 54 |
|
|
2022
Q1 | – | Sell |
-57,993
| Closed | -$2.02K | – | 280 |
|
|
2021
Q4 | $2.02K | Sell |
57,993
-67
| -0.1% | -$2 | 0.4% | 31 |
|
|
2021
Q3 | $1.94M | Buy |
58,060
+3,290
| +6% | +$110K | 0.75% | 32 |
|
|
2021
Q2 | $1.85M | Buy |
54,770
+3,101
| +6% | +$105K | 0.69% | 31 |
|
|
2021
Q1 | $1.68M | Buy |
51,669
+2,426
| +5% | +$78.9K | 0.72% | 30 |
|
|
2020
Q4 | $1.79M | Buy |
49,243
+1,165
| +2% | +$42.2K | 0.84% | 26 |
|
|
2020
Q3 | $1.73M | Buy |
48,078
+16,307
| +51% | +$586K | 0.94% | 24 |
|
|
2020
Q2 | $1.08M | Buy |
+31,771
| New | +$1.08M | 0.6% | 29 |
|