Kore Private Wealth’s iShares Gold Trust IAU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q3
$15.9M Sell
2022
Q2
$23.8M Hold
2022
Q1
$25.5M Sell
2021
Q4
$24.1M Sell
2021
Q3
$25.8M Sell
2021
Q2
$26M Buy
2021
Q1
$24.7M Buy
2020
Q4
$16.5M Buy
2020
Q3
$16M Buy
2020
Q2
$8.91M Buy
2020
Q1
$7.07M Hold
2019
Q4
$6.8M Hold
2019
Q3
$6.64M Buy
2019
Q2
$3.09M Hold
2019
Q1
$2.84M Hold
2018
Q4
$2.82M Buy