Market Street Wealth Management Advisors’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
Q2 | – | Sell |
-5,598
| Closed | -$209K | – | 90 |
|
|
2023
Q1 | $209K | Buy |
+5,598
| New | +$209K | 0.06% | 90 |
|
|
2022
Q2 | – | Sell |
-5,598
| Closed | -$206K | – | 86 |
|
|
2022
Q1 | $206K | Buy |
+5,598
| New | +$206K | 0.07% | 74 |
|
|
2021
Q4 | – | Sell |
-7,073
| Closed | -$236K | – | 74 |
|
|
2021
Q3 | $236K | Hold |
7,073
| – | – | 0.09% | 65 |
|
|
2021
Q2 | $238K | Buy |
7,073
+1,474
| +26% | +$49.6K | 0.1% | 61 |
|
|
2021
Q1 | $182K | Buy |
+5,599
| New | +$182K | 0.11% | 59 |
|