Founders Financial Alliance’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
Q4 | – | Sell |
-5,246
| Closed | -$261K | – | 588 |
|
|
2024
Q3 | $261K | Sell |
5,246
-740
| -12% | -$36.8K | 0.07% | 241 |
|
|
2024
Q2 | $263K | Buy |
5,986
+850
| +17% | +$37.3K | 0.08% | 228 |
|
|
2024
Q1 | $216K | Buy |
+5,136
| New | +$216K | 0.06% | 253 |
|
|
2020
Q4 | – | Sell |
-4,454
| Closed | -$159K | – | 814 |
|
|
2020
Q3 | $159K | Buy |
+4,454
| New | +$159K | 0.1% | 189 |
|