Newman & Schimel’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 | $298K | Buy |
8,616
+1,175
| +16% | +$40.6K | 0.13% | 42 |
|
|
2022
Q3 | $235K | Hold |
7,441
| – | – | 0.12% | 39 |
|
|
2022
Q2 | $255K | Sell |
7,441
-720
| -9% | -$24.7K | 0.12% | 39 |
|
|
2022
Q1 | $301K | Sell |
8,161
-8,024
| -50% | -$296K | 0.2% | 36 |
|
|
2021
Q4 | $563K | Sell |
16,185
-2,708
| -14% | -$94.2K | 0.32% | 27 |
|
|
2021
Q3 | $631K | Sell |
18,893
-8,430
| -31% | -$282K | 0.39% | 26 |
|
|
2021
Q2 | $921K | Sell |
27,323
-40,964
| -60% | -$1.38M | 0.58% | 18 |
|
|
2021
Q1 | $2.22M | Sell |
68,287
-31,399
| -31% | -$1.02M | 1.49% | 8 |
|
|
2020
Q4 | $3.62M | Buy |
+99,686
| New | +$3.62M | 3% | 8 |
|