Gofen & Glossberg’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
Q1 | – | Sell |
-6,561
| Closed | -$228K | – | 628 |
|
|
2021
Q4 | $228K | Hold |
6,561
| – | – | ﹤0.01% | 528 |
|
|
2021
Q3 | $219K | Sell |
6,561
-1,031
| -14% | -$34.4K | 0.01% | 530 |
|
|
2021
Q2 | $256K | Buy |
7,592
+847
| +13% | +$28.6K | 0.01% | 478 |
|
|
2021
Q1 | $219K | Buy |
6,745
+630
| +10% | +$20.5K | 0.01% | 495 |
|
|
2020
Q4 | $222K | Buy |
+6,115
| New | +$222K | 0.01% | 461 |
|