KWILP
Kiwi Wealth Investments Limited Partnership’s iShares Gold Trust IAU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $21.1M | Hold |
539,660
| – | – | 16.69% | 3 |
|
|
2023
Q3 | $18.9M | Hold |
539,660
| – | – | 2.06% | 18 |
|
|
2023
Q2 | $19.6M | Hold |
539,660
| – | – | 1.21% | 21 |
|
|
2023
Q1 | $20.2M | Hold |
539,660
| – | – | 1.31% | 20 |
|
|
2022
Q4 | $18.7M | Hold |
539,660
| – | – | 1.24% | 22 |
|
|
2022
Q3 | $18.5M | Hold |
539,660
| – | – | 1.28% | 15 |
|
|
2022
Q2 | $18.5M | Hold |
539,660
| – | – | 1.28% | 15 |
|
|
2022
Q1 | $19.9M | Hold |
539,660
| – | – | 1.07% | 20 |
|
|
2021
Q4 | $18.8M | Buy |
539,660
+56,369
| +12% | +$1.96M | 0.89% | 22 |
|
|
2021
Q3 | $16.1M | Hold |
483,291
| – | – | 0.82% | 26 |
|
|
2021
Q2 | $16.3M | Sell |
483,291
-313,482
| -39% | -$10.6M | 0.84% | 30 |
|
|
2021
Q1 | $13M | Sell |
796,773
-1,116,423
| -58% | -$18.2M | 0.75% | 36 |
|
|
2020
Q4 | $34.7M | Buy |
1,913,196
+110,000
| +6% | +$1.99M | 2.04% | 7 |
|
|
2020
Q3 | $32.4M | Hold |
1,803,196
| – | – | 2.27% | 6 |
|
|
2020
Q2 | $30.6M | Hold |
1,803,196
| – | – | 2.48% | 5 |
|
|
2020
Q1 | $27.2M | Buy |
1,803,196
+1,100,474
| +157% | +$16.6M | 2.73% | 5 |
|
|
2019
Q4 | $10.2M | Hold |
702,722
| – | – | 0.75% | 37 |
|
|
2019
Q3 | $9.91M | Buy |
+702,722
| New | +$9.91M | 0.8% | 37 |
|