Kades & Cheifetz’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
Q4 | $6.32M | Buy |
127,620
+518
| +0.4% | +$25.6K | 3.23% | 6 |
|
2024
Q3 | $6.32M | Sell |
127,102
-48
| -0% | -$2.39K | 3.62% | 6 |
|
2024
Q2 | $5.59M | Sell |
127,150
-2,602
| -2% | -$114K | 3.51% | 6 |
|
2024
Q1 | $5.45M | Buy |
129,752
+1,394
| +1% | +$58.6K | 3.49% | 6 |
|
2023
Q4 | $5.01M | Sell |
128,358
-490
| -0.4% | -$19.1K | 3.55% | 7 |
|
2023
Q3 | $4.51M | Sell |
128,848
-528
| -0.4% | -$18.5K | 3.57% | 10 |
|
2023
Q2 | $4.71M | Buy |
129,376
+274
| +0.2% | +$9.97K | 3.61% | 10 |
|
2023
Q1 | $4.82M | Buy |
129,102
+654
| +0.5% | +$24.4K | 3.8% | 8 |
|
2022
Q4 | $4.44M | Buy |
+128,448
| New | +$4.44M | 3.71% | 10 |
|