Kelly Financial Services’s iShares Gold Trust Micro IAUM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-2,097
| Closed | -$48.7K | – | 385 |
|
|
2024
Q2 | $48.7K | Buy |
2,097
+174
| +9% | +$4.04K | 0.02% | 228 |
|
|
2024
Q1 | $42.6K | Sell |
1,923
-1,074
| -36% | -$23.8K | 0.02% | 243 |
|
|
2023
Q4 | $61.7K | Buy |
2,997
+393
| +15% | +$8.1K | 0.03% | 181 |
|
|
2023
Q3 | $48K | Buy |
2,604
+697
| +37% | +$12.9K | 0.02% | 188 |
|
|
2023
Q2 | $36.6K | Sell |
1,907
-54
| -3% | -$1.04K | 0.02% | 224 |
|
|
2023
Q1 | $38.6K | Buy |
1,961
+18
| +0.9% | +$354 | 0.02% | 205 |
|
|
2022
Q4 | $35.4K | Buy |
1,943
+976
| +101% | +$17.8K | 0.02% | 206 |
|
|
2022
Q3 | $16K | Buy |
967
+797
| +469% | +$13.2K | 0.01% | 277 |
|
|
2022
Q2 | $3.07K | Buy |
+170
| New | +$3.07K | ﹤0.01% | 456 |
|