Planned Solutions’s iShares Gold Trust IAU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,591
| Closed | -$79.1K | – | 346 |
|
|
2024
Q3 | $79.1K | Buy |
+1,591
| New | +$79.1K | 0.03% | 237 |
|
|
2024
Q1 | – | Sell |
-1,496
| Closed | -$58.4K | – | 292 |
|
|
2023
Q4 | $58.4K | Buy |
+1,496
| New | +$58.4K | 0.03% | 266 |
|
|
2021
Q1 | – | Sell |
-1,487
| Closed | -$54K | – | 217 |
|
|
2020
Q4 | $54K | Hold |
1,487
| – | – | 0.04% | 183 |
|
|
2020
Q3 | $53K | Buy |
+1,487
| New | +$53K | 0.05% | 142 |
|