JGP 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-10,056
| Closed | -$324K | – | 151 |
|
|
2022
Q3 | $324K | Hold |
10,056
| – | – | 0.07% | 119 |
|
|
2022
Q2 | $332K | Buy |
+10,056
| New | +$332K | 0.07% | 119 |
|
|
2022
Q1 | – | Sell |
-10,000
| Closed | -$344K | – | 162 |
|
|
2021
Q4 | $344K | Hold |
10,000
| – | – | 0.06% | 126 |
|
|
2021
Q3 | $334K | Hold |
10,000
| – | – | 0.07% | 118 |
|
|
2021
Q2 | $337K | Hold |
10,000
| – | – | 0.07% | 124 |
|
|
2021
Q1 | $325K | Sell |
10,000
-10,000
| -50% | -$325K | 0.07% | 121 |
|
|
2020
Q4 | $684K | Buy |
+20,000
| New | +$684K | 0.16% | 79 |
|