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