LGWM
Litman Gregory Wealth Management’s iShares Gold Trust IAU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-36,075
| Closed | -$1.35M | – | 95 |
|
|
2023
Q1 | $1.35M | Buy |
+36,075
| New | +$1.35M | 0.5% | 13 |
|
|
2021
Q2 | – | Sell |
-2,195
| Closed | -$36K | – | 115 |
|
|
2021
Q1 | $36K | Buy |
2,195
+125
| +6% | +$2.05K | 0.01% | 111 |
|
|
2020
Q4 | $38K | Hold |
2,070
| – | – | 0.01% | 107 |
|
|
2020
Q3 | $37K | Hold |
2,070
| – | – | 0.01% | 104 |
|
|
2020
Q2 | $35K | Hold |
2,070
| – | – | 0.01% | 102 |
|
|
2020
Q1 | $31K | Sell |
2,070
-1,210
| -37% | -$18.1K | 0.01% | 97 |
|
|
2019
Q4 | $48K | Buy |
+3,280
| New | +$48K | 0.01% | 94 |
|
|
2016
Q2 | – | Sell |
-5,855
| Closed | -$70K | – | 35 |
|
|
2016
Q1 | $70K | Sell |
5,855
-119,598
| -95% | -$1.43M | 0.06% | 30 |
|
|
2015
Q4 | $1.28M | Buy |
+125,453
| New | +$1.28M | 0.92% | 16 |
|