Granite Harbor 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
Q2 | – | Sell |
-7,699
| Closed | -$323K | – | 83 |
|
|
2024
Q1 | $323K | Hold |
7,699
| – | – | 0.22% | 65 |
|
|
2023
Q4 | $300K | Sell |
7,699
-2,552
| -25% | -$99.6K | 0.23% | 64 |
|
|
2023
Q3 | $359K | Hold |
10,251
| – | – | 0.29% | 56 |
|
|
2023
Q2 | $373K | Sell |
10,251
-57
| -0.6% | -$2.07K | 0.29% | 54 |
|
|
2023
Q1 | $385K | Buy |
10,308
+49
| +0.5% | +$1.83K | 0.35% | 53 |
|
|
2022
Q4 | $355K | Buy |
+10,259
| New | +$355K | 0.36% | 51 |
|