JIP
Jaffetilchin Investment Partners’s iShares Gold Trust IAU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $344K | Sell |
5,517
-122
| -2% | -$7.61K | 0.02% | 315 |
|
|
2025
Q1 | $332K | Sell |
5,639
-396
| -7% | -$23.3K | 0.02% | 309 |
|
|
2024
Q4 | $299K | Sell |
6,035
-3,782
| -39% | -$187K | 0.02% | 311 |
|
|
2024
Q3 | $488K | Sell |
9,817
-4,180
| -30% | -$208K | 0.04% | 231 |
|
|
2024
Q2 | $615K | Buy |
13,997
+648
| +5% | +$28.5K | 0.05% | 192 |
|
|
2024
Q1 | $561K | Buy |
13,349
+614
| +5% | +$25.8K | 0.05% | 196 |
|
|
2023
Q4 | $497K | Sell |
12,735
-80
| -0.6% | -$3.12K | 0.05% | 218 |
|
|
2023
Q3 | $448K | Sell |
12,815
-40
| -0.3% | -$1.4K | 0.05% | 210 |
|
|
2023
Q2 | $468K | Buy |
12,855
+978
| +8% | +$35.6K | 0.05% | 210 |
|
|
2023
Q1 | $444K | Sell |
11,877
-11,728
| -50% | -$438K | 0.05% | 221 |
|
|
2022
Q4 | $816K | Buy |
23,605
+5,552
| +31% | +$192K | 0.1% | 147 |
|
|
2022
Q3 | $569K | Sell |
18,053
-234
| -1% | -$7.38K | 0.07% | 161 |
|
|
2022
Q2 | $627K | Buy |
18,287
+8,908
| +95% | +$305K | 0.07% | 163 |
|
|
2022
Q1 | $325K | Buy |
+9,379
| New | +$325K | 0.04% | 256 |
|
|
2021
Q3 | – | Sell |
-90,964
| Closed | -$1.65M | – | 386 |
|
|
2021
Q2 | $1.65M | Buy |
90,964
+76,878
| +546% | +$1.39M | 0.11% | 130 |
|
|
2021
Q1 | $229K | Sell |
14,086
-76,878
| -85% | -$1.25M | 0.03% | 315 |
|
|
2020
Q4 | $1.65M | Buy |
90,964
+5,837
| +7% | +$106K | 0.23% | 75 |
|
|
2020
Q3 | $1.53M | Buy |
85,127
+42,032
| +98% | +$756K | 0.28% | 56 |
|
|
2020
Q2 | $732K | Buy |
+43,095
| New | +$732K | 0.16% | 86 |
|
|
2018
Q4 | – | Sell |
-16,405
| Closed | -$188K | – | 301 |
|
|
2018
Q3 | $188K | Sell |
16,405
-2,571
| -14% | -$29.5K | 0.04% | 294 |
|
|
2018
Q2 | $228K | Hold |
18,976
| – | – | 0.05% | 262 |
|
|
2018
Q1 | $242K | Buy |
18,976
+3,806
| +25% | +$48.5K | 0.05% | 275 |
|
|
2017
Q4 | $190K | Sell |
15,170
-3,789
| -20% | -$47.5K | 0.06% | 223 |
|
|
2017
Q3 | $233K | Buy |
18,959
+2,716
| +17% | +$33.4K | 0.05% | 260 |
|
|
2017
Q2 | $194K | Sell |
16,243
-6,701
| -29% | -$80K | 0.07% | 218 |
|
|
2017
Q1 | $276K | Hold |
22,944
| – | – | 0.07% | 214 |
|
|
2016
Q4 | $254K | Sell |
22,944
-194
| -0.8% | -$2.15K | 0.08% | 200 |
|
|
2016
Q3 | $294K | Sell |
23,138
-1,025
| -4% | -$13K | 0.09% | 174 |
|
|
2016
Q2 | $308K | Sell |
24,163
-668
| -3% | -$8.52K | 0.09% | 177 |
|
|
2016
Q1 | $295K | Sell |
24,831
-2,190
| -8% | -$26K | 0.09% | 141 |
|
|
2015
Q4 | $276K | Sell |
27,021
-2,948
| -10% | -$30.1K | 0.09% | 156 |
|
|
2015
Q3 | $323K | Hold |
29,969
| – | – | 0.12% | 133 |
|
|
2015
Q2 | $340K | Hold |
29,969
| – | – | 0.1% | 148 |
|
|
2015
Q1 | $343K | Sell |
29,969
-214
| -0.7% | -$2.45K | 0.1% | 150 |
|
|
2014
Q4 | $345K | Sell |
30,183
-706,220
| -96% | -$8.07M | 0.12% | 139 |
|
|
2014
Q3 | $8.62M | Hold |
736,403
| – | – | 3.16% | 10 |
|
|
2014
Q2 | $9.49M | Sell |
736,403
-1,650
| -0.2% | -$21.3K | 3.38% | 9 |
|
|
2014
Q1 | $9.18M | Sell |
738,053
-455
| -0.1% | -$5.66K | 3.59% | 7 |
|
|
2013
Q4 | $8.63M | Buy |
738,508
+378,192
| +105% | +$4.42M | 4.25% | 4 |
|
|
2013
Q3 | $4.64M | Buy |
360,316
+53,055
| +17% | +$684K | 2.72% | 7 |
|
|
2013
Q2 | $3.68M | Buy |
+307,261
| New | +$3.68M | 2.55% | 5 |
|