Retirement Group’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 | $89.5K | Buy |
2,130
+88
| +4% | +$3.7K | 0.03% | 177 |
|
|
2023
Q4 | $79.7K | Buy |
2,042
+42
| +2% | +$1.64K | 0.03% | 171 |
|
|
2023
Q3 | $70K | Hold |
2,000
| – | – | 0.03% | 173 |
|
|
2023
Q2 | $72.8K | Hold |
2,000
| – | – | 0.03% | 166 |
|
|
2023
Q1 | $75K | Buy |
2,000
+715
| +56% | +$26.8K | 0.03% | 157 |
|
|
2022
Q4 | $44K | Buy |
1,285
+722
| +128% | +$24.7K | 0.02% | 194 |
|
|
2022
Q3 | $18K | Sell |
563
-762
| -58% | -$24.4K | 0.01% | 188 |
|
|
2022
Q2 | $45K | Buy |
1,325
+40
| +3% | +$1.36K | 0.02% | 225 |
|
|
2022
Q1 | $47K | Buy |
1,285
+177
| +16% | +$6.47K | 0.02% | 238 |
|
|
2021
Q4 | $39K | Hold |
1,108
| – | – | 0.02% | 249 |
|
|
2021
Q3 | $37K | Hold |
1,108
| – | – | 0.02% | 250 |
|
|
2021
Q2 | $37K | Buy |
1,108
+2
| +0.2% | +$67 | 0.02% | 263 |
|
|
2021
Q1 | $36K | Buy |
1,106
+925
| +511% | +$30.1K | 0.02% | 314 |
|
|
2020
Q4 | $6K | Buy |
181
+8
| +5% | +$265 | ﹤0.01% | 484 |
|
|
2020
Q3 | $6K | Hold |
173
| – | – | ﹤0.01% | 468 |
|
|
2020
Q2 | $6K | Buy |
+173
| New | +$6K | ﹤0.01% | 436 |
|
|
2019
Q4 | $5K | Buy |
+173
| New | +$5K | ﹤0.01% | 452 |
|