Ironwood Wealth Management (Arizona)’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
Q3 | – | Sell |
-59
| Closed | -$2.59K | – | 45 |
|
2024
Q2 | $2.59K | Sell |
59
-30
| -34% | -$1.32K | ﹤0.01% | 44 |
|
2024
Q1 | $3.74K | Buy |
89
+9
| +11% | +$378 | ﹤0.01% | 44 |
|
2023
Q4 | $3.12K | Sell |
80
-82
| -51% | -$3.2K | ﹤0.01% | 44 |
|
2023
Q3 | $5.67K | Hold |
162
| – | – | ﹤0.01% | 44 |
|
2023
Q2 | $5.9K | Hold |
162
| – | – | ﹤0.01% | 42 |
|
2023
Q1 | $6.05K | Sell |
162
-1
| -0.6% | -$37 | ﹤0.01% | 44 |
|
2022
Q4 | $5.64K | Sell |
163
-31
| -16% | -$1.07K | ﹤0.01% | 42 |
|
2022
Q3 | $7K | Hold |
194
| – | – | ﹤0.01% | 52 |
|
2022
Q2 | $7K | Sell |
194
-40
| -17% | -$1.44K | ﹤0.01% | 52 |
|
2022
Q1 | $9K | Sell |
234
-613
| -72% | -$23.6K | ﹤0.01% | 51 |
|
2021
Q4 | $29K | Buy |
847
+612
| +260% | +$21K | 0.01% | 40 |
|
2021
Q3 | $8K | Buy |
235
+29
| +14% | +$987 | ﹤0.01% | 45 |
|
2021
Q2 | $7K | Buy |
206
+8
| +4% | +$272 | ﹤0.01% | 46 |
|
2021
Q1 | $6K | Buy |
198
+31
| +19% | +$939 | ﹤0.01% | 44 |
|
2020
Q4 | $6K | Sell |
167
-439
| -72% | -$15.8K | ﹤0.01% | 44 |
|
2020
Q3 | $21K | Hold |
606
| – | – | 0.02% | 35 |
|
2020
Q2 | $21K | Sell |
606
-160
| -21% | -$5.55K | 0.02% | 35 |
|
2020
Q1 | $23K | Sell |
766
-613
| -44% | -$18.4K | 0.02% | 37 |
|
2019
Q4 | $40K | Buy |
1,379
+3
| +0.2% | +$87 | 0.03% | 39 |
|
2019
Q3 | $39K | Sell |
1,376
-534
| -28% | -$15.1K | 0.03% | 41 |
|
2019
Q2 | $52K | Sell |
1,910
-21
| -1% | -$572 | 0.04% | 44 |
|
2019
Q1 | $48K | Buy |
1,931
+393
| +26% | +$9.77K | 0.04% | 43 |
|
2018
Q4 | $38K | Sell |
1,538
-18
| -1% | -$445 | 0.04% | 39 |
|
2018
Q3 | $36K | Buy |
1,556
+1,062
| +215% | +$24.6K | 0.03% | 39 |
|
2018
Q2 | $12K | Buy |
+494
| New | +$12K | 0.01% | 45 |
|
2017
Q3 | $7K | Buy |
+292
| New | +$7K | 0.01% | 62 |
|