PRW 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-28,300
| Closed | -$1.03M | – | 97 |
|
|
2020
Q4 | $1.03M | Sell |
28,300
-15,900
| -36% | -$576K | 0.58% | 36 |
|
|
2020
Q3 | $1.59M | Buy |
44,200
+6,450
| +17% | +$232K | 1.14% | 20 |
|
|
2020
Q2 | $1.28M | Sell |
37,750
-11,000
| -23% | -$374K | 1.02% | 24 |
|
|
2020
Q1 | $1.47M | Buy |
48,750
+7,500
| +18% | +$226K | 1.78% | 14 |
|
|
2019
Q4 | $1.2M | Buy |
41,250
+31,250
| +313% | +$906K | 1.36% | 21 |
|
|
2019
Q3 | $282K | Hold |
10,000
| – | – | 0.34% | 38 |
|
|
2019
Q2 | $270K | Hold |
10,000
| – | – | 0.3% | 46 |
|
|
2019
Q1 | $248K | Hold |
10,000
| – | – | 0.23% | 48 |
|
|
2018
Q4 | $246K | Buy |
+10,000
| New | +$246K | 0.31% | 48 |
|