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 |
|