Laurel Wealth Advisors (California)’s iShares Gold Trust IAU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $594K | Hold |
17,183
| – | – | 0.06% | 326 |
|
|
2022
Q3 | $542K | Hold |
17,183
| – | – | 0.06% | 325 |
|
|
2022
Q2 | $590K | Hold |
17,183
| – | – | 0.06% | 321 |
|
|
2022
Q1 | $633K | Sell |
17,183
-594
| -3% | -$21.9K | 0.05% | 350 |
|
|
2021
Q4 | $619K | Buy |
17,777
+589
| +3% | +$20.5K | 0.05% | 382 |
|
|
2021
Q3 | $574K | Hold |
17,188
| – | – | 0.11% | 214 |
|
|
2021
Q2 | $579K | Buy |
17,188
+148
| +0.9% | +$4.99K | 0.08% | 250 |
|
|
2021
Q1 | $554K | Buy |
17,040
+67
| +0.4% | +$2.18K | 0.08% | 235 |
|
|
2020
Q4 | $615K | Sell |
16,973
-6,847
| -29% | -$248K | 0.09% | 213 |
|
|
2020
Q3 | $857K | Buy |
23,820
+6,631
| +39% | +$239K | 0.14% | 158 |
|
|
2020
Q2 | $584K | Sell |
17,189
-165
| -1% | -$5.61K | 0.11% | 201 |
|
|
2020
Q1 | $523K | Buy |
17,354
+32
| +0.2% | +$964 | 0.12% | 192 |
|
|
2019
Q4 | $502K | Sell |
17,322
-1,286
| -7% | -$37.3K | 0.08% | 240 |
|
|
2019
Q3 | $525K | Buy |
18,608
+1,300
| +8% | +$36.7K | 0.09% | 233 |
|
|
2019
Q2 | $467K | Buy |
17,308
+288
| +2% | +$7.77K | 0.1% | 211 |
|
|
2019
Q1 | $421K | Hold |
17,020
| – | – | 0.1% | 215 |
|
|
2018
Q4 | $418K | Buy |
17,020
+851
| +5% | +$20.9K | 0.12% | 187 |
|
|
2018
Q3 | $369K | Hold |
16,169
| – | – | 0.09% | 232 |
|
|
2018
Q2 | $388K | Hold |
16,169
| – | – | 0.1% | 213 |
|
|
2018
Q1 | $411K | Hold |
16,169
| – | – | 0.13% | 194 |
|
|
2017
Q4 | $404K | Hold |
16,169
| – | – | 0.12% | 204 |
|
|
2017
Q3 | $398K | Sell |
16,169
-531
| -3% | -$13.1K | 0.13% | 176 |
|
|
2017
Q2 | $398K | Buy |
16,700
+664
| +4% | +$15.8K | 0.14% | 171 |
|
|
2017
Q1 | $385K | Buy |
+16,036
| New | +$385K | 0.15% | 167 |
|