Mark Sheptoff Financial Planning’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
Q1 | – | Sell |
-300
| Closed | -$10.4K | – | 391 |
|
|
2022
Q4 | $10.4K | Buy |
+300
| New | +$10.4K | 0.01% | 263 |
|
|
2021
Q3 | – | Sell |
-2,000
| Closed | -$67K | – | 403 |
|
|
2021
Q2 | $67K | Sell |
2,000
-250
| -11% | -$8.38K | 0.04% | 161 |
|
|
2021
Q1 | $73K | Hold |
2,250
| – | – | 0.04% | 137 |
|
|
2020
Q4 | $82K | Hold |
2,250
| – | – | 0.05% | 135 |
|
|
2020
Q3 | $81K | Buy |
2,250
+500
| +29% | +$18K | 0.05% | 127 |
|
|
2020
Q2 | $59K | Sell |
1,750
-150
| -8% | -$5.06K | 0.04% | 140 |
|
|
2020
Q1 | $57K | Buy |
+1,900
| New | +$57K | 0.04% | 129 |
|