IRON 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
Q1 | – | Sell |
-9,028
| Closed | -$312K | – | 103 |
|
|
2022
Q4 | $312K | Sell |
9,028
-1,531
| -14% | -$53K | 0.18% | 68 |
|
|
2022
Q3 | $333K | Sell |
10,559
-2
| -0% | -$63 | 0.18% | 71 |
|
|
2022
Q2 | $362K | Sell |
10,561
-946
| -8% | -$32.4K | 0.19% | 69 |
|
|
2022
Q1 | $424K | Hold |
11,507
| – | – | 0.2% | 71 |
|
|
2021
Q4 | $401K | Buy |
11,507
+593
| +5% | +$20.7K | 0.18% | 71 |
|
|
2021
Q3 | $365K | Hold |
10,914
| – | – | 0.18% | 69 |
|
|
2021
Q2 | $368K | Sell |
10,914
-136
| -1% | -$4.59K | 0.17% | 67 |
|
|
2021
Q1 | $359K | Sell |
11,050
-28
| -0.3% | -$910 | 0.19% | 59 |
|
|
2020
Q4 | $402K | Buy |
11,078
+161
| +1% | +$5.84K | 0.2% | 51 |
|
|
2020
Q3 | $393K | Sell |
10,917
-553
| -5% | -$19.9K | 0.22% | 52 |
|
|
2020
Q2 | $390K | Buy |
+11,470
| New | +$390K | 0.2% | 65 |
|