Instrumental Wealth’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 | – | Sell |
-51,266
| Closed | -$2.28M | – | 47 |
|
|
2024
Q1 | $2.28M | Sell |
51,266
-5,582
| -10% | -$249K | 0.99% | 13 |
|
|
2023
Q4 | $2.16M | Buy |
56,848
+2,231
| +4% | +$85K | 2.34% | 11 |
|
|
2023
Q3 | $1.99M | Sell |
54,617
-7,923
| -13% | -$288K | 2.32% | 11 |
|
|
2023
Q2 | $2.32M | Sell |
62,540
-38
| -0.1% | -$1.41K | 2.79% | 11 |
|
|
2023
Q1 | $2.41M | Buy |
+62,578
| New | +$2.41M | 3.19% | 11 |
|