Heritage Wealth Management (Arizona)’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
Q4 | $189K | Buy |
5,450
+1,987
| +57% | +$68.7K | 0.03% | 337 |
|
|
2022
Q3 | $109K | Sell |
3,463
-738
| -18% | -$23.2K | 0.04% | 315 |
|
|
2022
Q2 | $144K | Sell |
4,201
-569
| -12% | -$19.5K | 0.05% | 294 |
|
|
2022
Q1 | $176K | Buy |
+4,770
| New | +$176K | 0.05% | 290 |
|
|
2021
Q3 | $2K | Hold |
65
| – | – | ﹤0.01% | 820 |
|
|
2021
Q2 | $2K | Hold |
65
| – | – | ﹤0.01% | 831 |
|
|
2021
Q1 | $2K | Buy |
+65
| New | +$2K | ﹤0.01% | 697 |
|