ICA Group 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
Q2 | $100K | Sell |
2,277
-9,736
| -81% | -$428K | 0.06% | 173 |
|
|
2024
Q1 | $505K | Sell |
12,013
-2,320
| -16% | -$97.5K | 0.1% | 165 |
|
|
2023
Q4 | $559K | Sell |
14,333
-2,099
| -13% | -$81.9K | 0.12% | 144 |
|
|
2023
Q3 | $573K | Sell |
16,432
-600
| -4% | -$20.9K | 0.16% | 120 |
|
|
2023
Q2 | $620K | Buy |
17,032
+1,252
| +8% | +$45.6K | 0.16% | 121 |
|
|
2023
Q1 | $590K | Sell |
15,780
-1,795
| -10% | -$67.1K | 0.14% | 136 |
|
|
2022
Q4 | $623K | Buy |
17,575
+910
| +5% | +$32.3K | 0.15% | 140 |
|
|
2022
Q3 | $525K | Sell |
16,665
-213
| -1% | -$6.71K | 0.11% | 183 |
|
|
2022
Q2 | $560K | Sell |
16,878
-5,688
| -25% | -$189K | 0.1% | 185 |
|
|
2022
Q1 | $789K | Buy |
+22,566
| New | +$789K | 0.15% | 141 |
|