Personal Wealth Partners’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
Q1 | – | Sell |
-86,142
| Closed | -$3M | – | 76 |
|
|
2021
Q4 | $3M | Sell |
86,142
-44,949
| -34% | -$1.56M | 1.24% | 20 |
|
|
2021
Q3 | $4.38M | Sell |
131,091
-13,537
| -9% | -$452K | 1.85% | 14 |
|
|
2021
Q2 | $4.88M | Buy |
144,628
+9,176
| +7% | +$309K | 1.97% | 12 |
|
|
2021
Q1 | $4.41M | Buy |
135,452
+11,156
| +9% | +$363K | 1.99% | 14 |
|
|
2020
Q4 | $4.51M | Buy |
124,296
+7,425
| +6% | +$269K | 2.11% | 12 |
|
|
2020
Q3 | $4.21M | Buy |
116,871
+1,459
| +1% | +$52.5K | 2.21% | 12 |
|
|
2020
Q2 | $3.92M | Buy |
115,412
+12,464
| +12% | +$424K | 2.15% | 12 |
|
|
2020
Q1 | $3.1M | Buy |
102,948
+8,358
| +9% | +$252K | 1.87% | 11 |
|
|
2019
Q4 | $2.74M | Buy |
94,590
+23,786
| +34% | +$690K | 1.18% | 13 |
|
|
2019
Q3 | $2M | Buy |
70,804
+12,178
| +21% | +$343K | 0.92% | 19 |
|
|
2019
Q2 | $1.58M | Buy |
58,626
+12,019
| +26% | +$325K | 0.76% | 17 |
|
|
2019
Q1 | $1.15M | Buy |
46,607
+14,053
| +43% | +$348K | 0.61% | 21 |
|
|
2018
Q4 | $800K | Buy |
+32,554
| New | +$800K | 0.5% | 18 |
|