Rockbridge Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-6
| Closed | -$235 | – | 344 |
|
|
2023
Q4 | $235 | Buy |
+6
| New | +$235 | ﹤0.01% | 640 |
|
|
2022
Q3 | – | Sell |
-6
| Closed | -$206 | – | 316 |
|
|
2022
Q2 | $206 | Hold |
6
| – | – | ﹤0.01% | 621 |
|
|
2022
Q1 | $220 | Hold |
6
| – | – | ﹤0.01% | 782 |
|
|
2021
Q4 | $0 | Hold |
6
| – | – | ﹤0.01% | 800 |
|
|
2021
Q3 | $0 | Sell |
6
-89
| -94% | – | ﹤0.01% | 746 |
|
|
2021
Q2 | $3K | Sell |
95
-1
| -1% | -$32 | ﹤0.01% | 645 |
|
|
2021
Q1 | $3K | Hold |
96
| – | – | ﹤0.01% | 622 |
|
|
2020
Q4 | $3K | Buy |
96
+90
| +1,500% | +$2.81K | ﹤0.01% | 607 |
|
|
2020
Q3 | $0 | Hold |
6
| – | – | ﹤0.01% | 662 |
|
|
2020
Q2 | $0 | Buy |
+6
| New | – | ﹤0.01% | 631 |
|