HC Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-892
| Closed | -$33K | – | 343 |
|
|
2022
Q1 | $33K | Hold |
892
| – | – | 0.02% | 159 |
|
|
2021
Q4 | $31K | Hold |
892
| – | – | 0.02% | 173 |
|
|
2021
Q3 | $30K | Buy |
+892
| New | +$30K | 0.02% | 162 |
|
|
2021
Q1 | – | Sell |
-143
| Closed | -$5K | – | 351 |
|
|
2020
Q4 | $5K | Buy |
+143
| New | +$5K | ﹤0.01% | 299 |
|