Janiczek Wealth Management’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
Q2 | $967 | Hold |
22
| – | – | ﹤0.01% | 932 |
|
|
2024
Q1 | $925 | Hold |
22
| – | – | ﹤0.01% | 951 |
|
|
2023
Q4 | $859 | Sell |
22
-620
| -97% | -$24.2K | ﹤0.01% | 950 |
|
|
2023
Q3 | $22.5K | Buy |
642
+620
| +2,818% | +$21.7K | 0.01% | 509 |
|
|
2023
Q2 | $801 | Hold |
22
| – | – | ﹤0.01% | 870 |
|
|
2023
Q1 | $837 | Hold |
22
| – | – | ﹤0.01% | 867 |
|
|
2022
Q4 | $792 | Hold |
22
| – | – | ﹤0.01% | 876 |
|
|
2022
Q3 | $1K | Sell |
22
-10
| -31% | -$455 | ﹤0.01% | 838 |
|
|
2022
Q2 | $1K | Hold |
32
| – | – | ﹤0.01% | 871 |
|
|
2022
Q1 | $1K | Hold |
32
| – | – | ﹤0.01% | 864 |
|
|
2021
Q4 | $1K | Hold |
32
| – | – | ﹤0.01% | 921 |
|
|
2021
Q3 | $1K | Hold |
32
| – | – | ﹤0.01% | 897 |
|
|
2021
Q2 | $1K | Sell |
32
-1
| -3% | -$31 | ﹤0.01% | 848 |
|
|
2021
Q1 | $1K | Hold |
33
| – | – | ﹤0.01% | 809 |
|
|
2020
Q4 | $1K | Hold |
33
| – | – | ﹤0.01% | 734 |
|
|
2020
Q3 | $1K | Hold |
33
| – | – | ﹤0.01% | 575 |
|
|
2020
Q2 | $1K | Hold |
33
| – | – | ﹤0.01% | 336 |
|
|
2020
Q1 | $1K | Hold |
33
| – | – | ﹤0.01% | 142 |
|
|
2019
Q4 | $1K | Hold |
33
| – | – | ﹤0.01% | 145 |
|
|
2019
Q3 | $1K | Hold |
33
| – | – | ﹤0.01% | 147 |
|
|
2019
Q2 | $1K | Hold |
33
| – | – | ﹤0.01% | 175 |
|
|
2019
Q1 | $1K | Hold |
33
| – | – | ﹤0.01% | 151 |
|
|
2018
Q4 | $1K | Hold |
33
| – | – | ﹤0.01% | 151 |
|
|
2018
Q3 | $1K | Hold |
33
| – | – | ﹤0.01% | 136 |
|
|
2018
Q2 | $1K | Buy |
+33
| New | +$1K | ﹤0.01% | 146 |
|