Regent Peak Wealth Advisors’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
Q3 | – | Sell |
-5,896
| Closed | -$202K | – | 153 |
|
|
2022
Q2 | $202K | Buy |
+5,896
| New | +$202K | 0.07% | 153 |
|
|
2022
Q1 | – | Sell |
-8,449
| Closed | -$294K | – | 167 |
|
|
2021
Q4 | $294K | Sell |
8,449
-255,396
| -97% | -$8.89M | 0.08% | 131 |
|
|
2021
Q3 | $8.82M | Buy |
263,845
+1,895
| +0.7% | +$63.3K | 2.52% | 9 |
|
|
2021
Q2 | $9.05M | Buy |
261,950
+31,048
| +13% | +$1.07M | 2.53% | 9 |
|
|
2021
Q1 | $7.51M | Buy |
230,902
+69,454
| +43% | +$2.26M | 2.47% | 10 |
|
|
2020
Q4 | $5.85M | Buy |
161,448
+2,267
| +1% | +$82.2K | 1.95% | 11 |
|
|
2020
Q3 | $5.73M | Buy |
159,181
+22,730
| +17% | +$818K | 2.44% | 11 |
|
|
2020
Q2 | $4.64M | Buy |
136,451
+7,549
| +6% | +$257K | 2.1% | 12 |
|
|
2020
Q1 | $3.89M | Buy |
+128,902
| New | +$3.89M | 2.16% | 11 |
|