MAM
McCarthy Asset Management’s iShares Gold Trust IAU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-3,966
| Closed | -$138K | – | 336 |
|
|
2021
Q4 | $138K | Hold |
3,966
| – | – | 0.09% | 47 |
|
|
2021
Q3 | $133K | Sell |
3,966
-1,425
| -26% | -$47.8K | 0.1% | 44 |
|
|
2021
Q2 | $182K | Sell |
5,391
-5,391
| -50% | -$182K | 0.13% | 39 |
|
|
2021
Q1 | $175K | Buy |
10,782
+2,850
| +36% | +$46.3K | 0.14% | 38 |
|
|
2020
Q4 | $144K | Buy |
+7,932
| New | +$144K | 0.12% | 43 |
|