Lee Financial’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 |
-40
| Closed | -$1.56K | – | 468 |
|
|
2023
Q4 | $1.56K | Sell |
40
-55
| -58% | -$2.15K | ﹤0.01% | 774 |
|
|
2023
Q3 | $3.33K | Buy |
95
+55
| +138% | +$1.93K | ﹤0.01% | 581 |
|
|
2023
Q2 | $1.46K | Buy |
+40
| New | +$1.46K | ﹤0.01% | 706 |
|
|
2019
Q2 | – | Sell |
-102
| Closed | -$3K | – | 528 |
|
|
2019
Q1 | $3K | Buy |
+102
| New | +$3K | ﹤0.01% | 450 |
|
|
2018
Q4 | – | Sell |
-625
| Closed | -$14K | – | 458 |
|
|
2018
Q3 | $14K | Hold |
625
| – | – | ﹤0.01% | 284 |
|
|
2018
Q2 | $15K | Hold |
625
| – | – | ﹤0.01% | 403 |
|
|
2018
Q1 | $16K | Hold |
625
| – | – | ﹤0.01% | 387 |
|
|
2017
Q4 | $16K | Hold |
625
| – | – | ﹤0.01% | 275 |
|
|
2017
Q3 | $15K | Hold |
625
| – | – | ﹤0.01% | 273 |
|
|
2017
Q2 | $15K | Hold |
625
| – | – | 0.01% | 270 |
|
|
2017
Q1 | $15K | Hold |
625
| – | – | 0.01% | 237 |
|
|
2016
Q4 | $14K | Buy |
+625
| New | +$14K | 0.01% | 250 |
|