McElhenny Sheffield Capital Management’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
-678
Closed -$23.5K 323
2022
Q4
$23.5K Buy
+678
New +$23.5K 0.01% 240