Mosaic Advisors’s iShares Gold Trust IAU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-39,275
| Closed | -$1.24M | – | 17 |
|
|
2022
Q3 | $1.24M | Sell |
39,275
-6,100
| -13% | -$192K | 0.99% | 8 |
|
|
2022
Q2 | $1.56M | Sell |
45,375
-8,213
| -15% | -$282K | 1.17% | 10 |
|
|
2022
Q1 | $1.97M | Sell |
53,588
-89,383
| -63% | -$3.29M | 2.23% | 7 |
|
|
2021
Q4 | $4.98M | Buy |
142,971
+3,163
| +2% | +$110K | 3.65% | 7 |
|
|
2021
Q3 | $4.67M | Buy |
139,808
+1,433
| +1% | +$47.9K | 3.11% | 7 |
|
|
2021
Q2 | $4.67M | Buy |
138,375
+5,311
| +4% | +$179K | 3.04% | 7 |
|
|
2021
Q1 | $4.33M | Buy |
133,064
+12,887
| +11% | +$419K | 3.66% | 6 |
|
|
2020
Q4 | $4.36M | Buy |
+120,177
| New | +$4.36M | 3.99% | 7 |
|