LWMG LLC’s iShares Gold Trust IAU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-9,884
Closed -$346K 90
2023
Q3
$346K Sell
9,884
-1,395
-12% -$48.8K 0.09% 62
2023
Q2
$410K Sell
11,279
-3,214
-22% -$117K 0.11% 58
2023
Q1
$542K Sell
14,493
-33,715
-70% -$1.26M 0.17% 45
2022
Q4
$1.67M Buy
+48,208
New +$1.67M 0.6% 32