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 |
|