LWP
Lumature Wealth Partners’s iShares Gold Trust IAU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $212K | Hold |
5,823
| – | – | 0.13% | 157 |
|
|
2023
Q1 | $218K | Hold |
5,823
| – | – | 0.12% | 148 |
|
|
2022
Q4 | $201K | Hold |
5,823
| – | – | 0.11% | 150 |
|
|
2022
Q3 | $184K | Buy |
5,823
+2,790
| +92% | +$88.2K | 0.1% | 162 |
|
|
2022
Q2 | $104K | Hold |
3,033
| – | – | 0.05% | 203 |
|
|
2022
Q1 | $112K | Hold |
3,033
| – | – | 0.04% | 204 |
|
|
2021
Q4 | $106K | Sell |
3,033
-50
| -2% | -$1.75K | 0.04% | 174 |
|
|
2021
Q3 | $103K | Buy |
3,083
+1,176
| +62% | +$39.3K | 0.04% | 174 |
|
|
2021
Q2 | $64K | Sell |
1,907
-6,798
| -78% | -$228K | 0.03% | 215 |
|
|
2021
Q1 | $142K | Buy |
+8,705
| New | +$142K | 0.07% | 146 |
|