Goldstein Munger & Associates’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
Q3 | $16.9M | Sell |
534,645
-101,453
| -16% | -$3.2M | 5.55% | 4 |
|
|
2022
Q2 | $21.8M | Buy |
636,098
+88,360
| +16% | +$3.03M | 6.57% | 3 |
|
|
2022
Q1 | $20.2M | Buy |
547,738
+1,120
| +0.2% | +$41.2K | 5.23% | 5 |
|
|
2021
Q4 | $19M | Buy |
546,618
+3,558
| +0.7% | +$124K | 4.8% | 5 |
|
|
2021
Q3 | $18.1M | Buy |
543,060
+2,424
| +0.4% | +$81K | 4.87% | 6 |
|
|
2021
Q2 | $18.2M | Buy |
540,636
+1,190
| +0.2% | +$40.1K | 4.81% | 6 |
|
|
2021
Q1 | $17.5M | Sell |
539,446
-6,534
| -1% | -$212K | 4.9% | 6 |
|
|
2020
Q4 | $19.8M | Buy |
545,980
+291
| +0.1% | +$10.6K | 5.84% | 4 |
|
|
2020
Q3 | $19.6M | Buy |
545,689
+466
| +0.1% | +$16.8K | 6.6% | 3 |
|
|
2020
Q2 | $18.5M | Buy |
545,223
+2,339
| +0.4% | +$79.5K | 6.99% | 3 |
|
|
2020
Q1 | $16.4M | Buy |
542,884
+566
| +0.1% | +$17.1K | 8.06% | 2 |
|
|
2019
Q4 | $15.7M | Buy |
542,318
+1,816
| +0.3% | +$52.7K | 6.43% | 3 |
|
|
2019
Q3 | $15.2M | Sell |
540,502
-3,186
| -0.6% | -$89.8K | 6.72% | 3 |
|
|
2019
Q2 | $14.7M | Sell |
543,688
-6,425
| -1% | -$173K | 6.41% | 3 |
|
|
2019
Q1 | $13.6M | Sell |
550,113
-4,180
| -0.8% | -$103K | 5.95% | 3 |
|
|
2018
Q4 | $13.6M | Sell |
554,293
-29,507
| -5% | -$725K | 6.68% | 3 |
|
|
2018
Q3 | $13.3M | Buy |
583,800
+19,054
| +3% | +$436K | 5.65% | 3 |
|
|
2018
Q2 | $13.6M | Sell |
564,746
-1,076
| -0.2% | -$25.9K | 5.73% | 3 |
|
|
2018
Q1 | $14.4M | Sell |
565,822
-5,044
| -0.9% | -$128K | 6.2% | 3 |
|
|
2017
Q4 | $14.3M | Sell |
570,866
-5,463
| -0.9% | -$137K | 6.12% | 3 |
|
|
2017
Q3 | $14.2M | Buy |
576,329
+31,221
| +6% | +$769K | 6.36% | 3 |
|
|
2017
Q2 | $13M | Buy |
545,108
+50,868
| +10% | +$1.21M | 5.99% | 3 |
|
|
2017
Q1 | $11.9M | Buy |
494,240
+14,740
| +3% | +$354K | 5.22% | 3 |
|
|
2016
Q4 | $10.6M | Buy |
479,500
+19,473
| +4% | +$432K | 4.73% | 4 |
|
|
2016
Q3 | $11.7M | Sell |
460,027
-598
| -0.1% | -$15.2K | 5.33% | 4 |
|
|
2016
Q2 | $11.8M | Sell |
460,625
-2,914
| -0.6% | -$74.4K | 5.42% | 4 |
|
|
2016
Q1 | $11M | Buy |
463,539
+68,885
| +17% | +$1.64M | 4.78% | 4 |
|
|
2015
Q4 | $8.08M | Sell |
394,654
-46,288
| -10% | -$947K | 3.58% | 9 |
|
|
2015
Q3 | $9.51M | Buy |
440,942
+37,691
| +9% | +$813K | 4.32% | 5 |
|
|
2015
Q2 | $9.15M | Buy |
403,251
+1,927
| +0.5% | +$43.7K | 3.96% | 9 |
|
|
2015
Q1 | $9.19M | Buy |
401,324
+881
| +0.2% | +$20.2K | 3.92% | 9 |
|
|
2014
Q4 | $9.16M | Sell |
400,443
-93,850
| -19% | -$2.15M | 3.86% | 9 |
|
|
2014
Q3 | $11.6M | Buy |
494,293
+1,936
| +0.4% | +$45.3K | 4.78% | 6 |
|
|
2014
Q2 | $12.7M | Buy |
492,357
+10,589
| +2% | +$273K | 5.14% | 6 |
|
|
2014
Q1 | $12M | Buy |
481,768
+24,060
| +5% | +$599K | 5.52% | 6 |
|
|
2013
Q4 | $10.7M | Sell |
457,708
-82,971
| -15% | -$1.94M | 4.48% | 7 |
|
|
2013
Q3 | $13.9M | Buy |
540,679
+43,060
| +9% | +$1.11M | 5.43% | 6 |
|
|
2013
Q2 | $11.9M | Buy |
+497,619
| New | +$11.9M | 4.47% | 6 |
|