Rise 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 |
-25
| Closed | -$976 | – | 1277 |
|
|
2023
Q4 | $976 | Sell |
25
-25
| -50% | -$976 | ﹤0.01% | 521 |
|
|
2023
Q3 | $1.75K | Sell |
50
-1,162
| -96% | -$40.7K | ﹤0.01% | 484 |
|
|
2023
Q2 | $44.1K | Hold |
1,212
| – | – | 0.03% | 158 |
|
|
2023
Q1 | $45.3K | Hold |
1,212
| – | – | 0.03% | 160 |
|
|
2022
Q4 | $41.9K | Sell |
1,212
-25
| -2% | -$865 | 0.03% | 167 |
|
|
2022
Q3 | $39K | Hold |
1,237
| – | – | 0.03% | 175 |
|
|
2022
Q2 | $42K | Hold |
1,237
| – | – | 0.04% | 156 |
|
|
2022
Q1 | $46K | Hold |
1,237
| – | – | 0.04% | 154 |
|
|
2021
Q4 | $43.1K | Buy |
+1,237
| New | +$43.1K | 0.04% | 164 |
|