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