NEIRG Wealth 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
Q3 | – | Sell |
-10,946
| Closed | -$398K | – | 44 |
|
|
2023
Q2 | $398K | Hold |
10,946
| – | – | 0.07% | 105 |
|
|
2023
Q1 | $409K | Hold |
10,946
| – | – | 0.07% | 110 |
|
|
2022
Q4 | $379K | Hold |
10,946
| – | – | 0.07% | 118 |
|
|
2022
Q3 | $345K | Buy |
10,946
+5
| +0% | +$158 | 0.07% | 115 |
|
|
2022
Q2 | $375K | Sell |
10,941
-140
| -1% | -$4.8K | 0.08% | 109 |
|
|
2022
Q1 | $408K | Buy |
11,081
+1,392
| +14% | +$51.3K | 0.08% | 107 |
|
|
2021
Q4 | $337K | Buy |
+9,689
| New | +$337K | 0.06% | 101 |
|