Matrix Private Capital Group’s iShares Gold Trust IAU Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q4 | – | Sell |
-6,673
| Closed | -$223K | – | 265 |
|
2021
Q3 | $223K | Hold |
6,673
| – | – | 0.12% | 159 |
|
2021
Q2 | $225K | Sell |
6,673
-3
| -0% | -$101 | 0.12% | 159 |
|
2021
Q1 | $217K | Hold |
6,676
| – | – | 0.13% | 162 |
|
2020
Q4 | $242K | Buy |
6,676
+50
| +0.8% | +$1.81K | 0.17% | 132 |
|
2020
Q3 | $238K | Hold |
6,626
| – | – | 0.24% | 105 |
|
2020
Q2 | $225K | Buy |
6,626
+110
| +2% | +$3.74K | 0.25% | 107 |
|
2020
Q1 | $196K | Buy |
+6,516
| New | +$196K | 0.28% | 97 |
|