JPLA
Joseph P. Lucia & Associates’s iShares Gold Trust IAU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-4,971
| Closed | -$171K | – | 243 |
|
|
2022
Q2 | $171K | Buy |
+4,971
| New | +$171K | 0.12% | 109 |
|
|
2021
Q4 | – | Sell |
-5,630
| Closed | -$188K | – | 307 |
|
|
2021
Q3 | $188K | Sell |
5,630
-587
| -9% | -$19.6K | 0.11% | 128 |
|
|
2021
Q2 | $210K | Sell |
6,217
-11,848
| -66% | -$400K | 0.13% | 123 |
|
|
2021
Q1 | $294K | Sell |
18,065
-6,755
| -27% | -$110K | 0.13% | 98 |
|
|
2020
Q4 | $450K | Sell |
24,820
-2,580
| -9% | -$46.8K | 0.31% | 73 |
|
|
2020
Q3 | $493K | Sell |
27,400
-560
| -2% | -$10.1K | 0.46% | 58 |
|
|
2020
Q2 | $475K | Buy |
27,960
+179
| +0.6% | +$3.04K | 0.43% | 59 |
|
|
2020
Q1 | $419K | Sell |
27,781
-28,369
| -51% | -$428K | 0.47% | 57 |
|
|
2019
Q4 | $814K | Buy |
56,150
+16,775
| +43% | +$243K | 0.74% | 39 |
|
|
2019
Q3 | $555K | Buy |
39,375
+34,950
| +790% | +$493K | 0.57% | 46 |
|
|
2019
Q2 | $60K | Sell |
4,425
-50,577
| -92% | -$686K | 0.06% | 154 |
|
|
2019
Q1 | $4.43K | Buy |
+55,002
| New | +$4.43K | 0.33% | 58 |
|