Kozak & Associates’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
Q1 | – | Sell |
-27
| Closed | -$1.04K | – | 427 |
|
|
2023
Q4 | $1.04K | Buy |
+27
| New | +$1.04K | ﹤0.01% | 340 |
|
|
2022
Q3 | – | Sell |
-71
| Closed | -$2K | – | 354 |
|
|
2022
Q2 | $2K | Sell |
71
-95
| -57% | -$2.68K | ﹤0.01% | 335 |
|
|
2022
Q1 | $6K | Hold |
166
| – | – | ﹤0.01% | 297 |
|
|
2021
Q4 | $6K | Buy |
+166
| New | +$6K | ﹤0.01% | 297 |
|