MGO Private Wealth’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
-10,704
Closed -$370K 90
2022
Q4
$370K Sell
10,704
-85
-0.8% -$2.94K 0.17% 83
2022
Q3
$340K Buy
+10,789
New +$340K 0.16% 90