JGP Wealth Management’s iShares Gold Trust IAU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q4
Sell
2022
Q3
$324K Hold
2022
Q2
$332K Buy
2022
Q1
Sell
2021
Q4
$344K Hold
2021
Q3
$334K Hold
2021
Q2
$337K Hold
2021
Q1
$325K Sell
2020
Q4
$684K Buy