LPWM
Lake Point Wealth Management’s iShares Gold Trust IAU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $11.8M | Sell |
343,729
-25,717
| -7% | -$882K | 6.7% | 7 |
|
|
2022
Q1 | $13.6M | Sell |
369,446
-49,077
| -12% | -$1.81M | 6.3% | 5 |
|
|
2021
Q4 | $14.6M | Buy |
418,523
+11,769
| +3% | +$410K | 6.36% | 5 |
|
|
2021
Q3 | $13.6M | Buy |
406,754
+8,122
| +2% | +$271K | 6.26% | 6 |
|
|
2021
Q2 | $13.4M | Buy |
+398,632
| New | +$13.4M | 6.27% | 6 |
|
|
2020
Q1 | $14.2M | Sell |
940,665
-48,217
| -5% | -$727K | 12.48% | 2 |
|
|
2019
Q4 | $14.3M | Buy |
+988,882
| New | +$14.3M | 4.77% | 8 |
|
|
2019
Q2 | $13.3M | Hold |
984,361
| – | – | 4.62% | 8 |
|
|
2019
Q1 | $13.3M | Buy |
984,361
+982,828
| +64,111% | +$13.3M | 4.62% | 8 |
|
|
2018
Q4 | $19K | Buy |
+1,533
| New | +$19K | 0.01% | 356 |
|