Householder Group Estate & Retirement Specialist’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
Q4 | – | Sell |
-680
| Closed | -$33K | – | 827 |
|
|
2024
Q3 | $33K | Sell |
680
-764
| -53% | -$37.1K | 0.01% | 568 |
|
|
2024
Q2 | $63K | Hold |
1,444
| – | – | 0.02% | 441 |
|
|
2024
Q1 | $60.7K | Hold |
1,444
| – | – | 0.02% | 439 |
|
|
2023
Q4 | $56K | Hold |
1,444
| – | – | 0.02% | 440 |
|
|
2023
Q3 | $50.5K | Buy |
+1,444
| New | +$50.5K | 0.02% | 443 |
|
|
2023
Q1 | $59K | Buy |
+1,581
| New | +$59K | 0.02% | 409 |
|
|
2022
Q4 | – | Sell |
-2,083
| Closed | -$65K | – | 662 |
|
|
2022
Q3 | $65K | Buy |
+2,083
| New | +$65K | 0.03% | 351 |
|