Integrity Financial’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
Q2
Sell
-6,423
Closed -$240K 209
2023
Q1
$240K Buy
+6,423
New +$240K 0.19% 87
2022
Q3
Sell
-6,358
Closed -$218K 208
2022
Q2
$218K Sell
6,358
-2,823
-31% -$96.8K 0.21% 79
2022
Q1
$338K Sell
9,181
-11,870
-56% -$437K 0.28% 66
2021
Q4
$733K Buy
+21,051
New +$733K 0.54% 40