Lumature Wealth Partners’s iShares Gold Trust IAU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
$212K Hold
2023
Q1
$218K Hold
2022
Q4
$201K Hold
2022
Q3
$184K Buy
2022
Q2
$104K Hold
2022
Q1
$112K Hold
2021
Q4
$106K Sell
2021
Q3
$103K Buy
2021
Q2
$64K Sell
2021
Q1
$142K Buy