Horan Securities’s iShares Gold Trust IAU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-575
| Closed | -$20.9K | – | 343 |
|
|
2023
Q2 | $20.9K | Sell |
575
-3
| -0.5% | -$109 | 0.01% | 314 |
|
|
2023
Q1 | $21.6K | Buy |
578
+3
| +0.5% | +$112 | 0.01% | 296 |
|
|
2022
Q4 | $19.9K | Buy |
575
+512
| +813% | +$17.7K | 0.01% | 295 |
|
|
2022
Q3 | $2K | Buy |
+63
| New | +$2K | ﹤0.01% | 488 |
|
|
2021
Q1 | – | Sell |
-93
| Closed | -$3K | – | 433 |
|
|
2020
Q4 | $3K | Buy |
+93
| New | +$3K | ﹤0.01% | 336 |
|