Resurgent Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,099
| Closed | -$42.9K | – | 314 |
|
|
2023
Q4 | $42.9K | Hold |
1,099
| – | – | 0.03% | 362 |
|
|
2023
Q3 | $38.5K | Hold |
1,099
| – | – | 0.03% | 364 |
|
|
2023
Q2 | $40K | Sell |
1,099
-118
| -10% | -$4.29K | 0.03% | 363 |
|
|
2023
Q1 | $45.5K | Sell |
1,217
-1,084
| -47% | -$40.5K | 0.03% | 341 |
|
|
2022
Q4 | $79.6K | Buy |
+2,301
| New | +$79.6K | 0.04% | 340 |
|