Kelleher Financial Advisors’s iShares Gold Trust IAU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-7,974
| Closed | -$266K | – | 134 |
|
|
2021
Q3 | $266K | Buy |
+7,974
| New | +$266K | 0.12% | 128 |
|
|
2021
Q2 | – | Sell |
-8,097
| Closed | -$263K | – | 129 |
|
|
2021
Q1 | $263K | Hold |
8,097
| – | – | 0.17% | 91 |
|
|
2020
Q4 | $293K | Sell |
8,097
-61
| -0.7% | -$2.21K | 0.22% | 78 |
|
|
2020
Q3 | $293K | Buy |
+8,158
| New | +$293K | 0.24% | 73 |
|