HighMark Wealth Management’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
Q1 | – | Sell |
-50
| Closed | -$1.95K | – | 584 |
|
|
2023
Q4 | $1.95K | Hold |
50
| – | – | ﹤0.01% | 472 |
|
|
2023
Q3 | $1.75K | Hold |
50
| – | – | ﹤0.01% | 468 |
|
|
2023
Q2 | $1.82K | Hold |
50
| – | – | ﹤0.01% | 469 |
|
|
2023
Q1 | $1.87K | Hold |
50
| – | – | ﹤0.01% | 507 |
|
|
2022
Q4 | $1.73K | Hold |
50
| – | – | ﹤0.01% | 440 |
|
|
2022
Q3 | $2K | Hold |
50
| – | – | ﹤0.01% | 430 |
|
|
2022
Q2 | $2K | Hold |
50
| – | – | ﹤0.01% | 435 |
|
|
2022
Q1 | $2K | Hold |
50
| – | – | ﹤0.01% | 445 |
|
|
2021
Q4 | $2K | Hold |
50
| – | – | ﹤0.01% | 449 |
|
|
2021
Q3 | $2K | Hold |
50
| – | – | ﹤0.01% | 453 |
|
|
2021
Q2 | $2K | Hold |
50
| – | – | ﹤0.01% | 457 |
|
|
2021
Q1 | $2K | Hold |
50
| – | – | ﹤0.01% | 423 |
|
|
2020
Q4 | $2K | Sell |
50
-512
| -91% | -$20.5K | ﹤0.01% | 409 |
|
|
2020
Q3 | $20K | Buy |
562
+512
| +1,024% | +$18.2K | 0.02% | 170 |
|
|
2020
Q2 | $2K | Hold |
50
| – | – | ﹤0.01% | 381 |
|
|
2020
Q1 | $1K | Hold |
50
| – | – | ﹤0.01% | 331 |
|
|
2019
Q4 | $1K | Buy |
+50
| New | +$1K | ﹤0.01% | 366 |
|