Sage Investment Advisers’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
Q3 | $4.58M | Sell |
92,080
-1,700
| -2% | -$84.5K | 4.79% | 3 |
|
|
2024
Q2 | $4.12M | Sell |
93,780
-250
| -0.3% | -$11K | 4.66% | 3 |
|
|
2024
Q1 | $3.95M | Sell |
94,030
-2,700
| -3% | -$113K | 4.53% | 3 |
|
|
2023
Q4 | $3.78M | Hold |
96,730
| – | – | 4.58% | 4 |
|
|
2023
Q3 | $3.38M | Buy |
96,730
+1,350
| +1% | +$47.2K | 4.64% | 4 |
|
|
2023
Q2 | $3.47M | Buy |
95,380
+1,400
| +1% | +$50.9K | 4.64% | 4 |
|
|
2023
Q1 | $3.51M | Buy |
93,980
+2,400
| +3% | +$89.7K | 4.69% | 4 |
|
|
2022
Q4 | $3.17M | Buy |
91,580
+1,400
| +2% | +$48.4K | 4.52% | 4 |
|
|
2022
Q3 | $2.84M | Buy |
90,180
+2,000
| +2% | +$63.1K | 4.49% | 4 |
|
|
2022
Q2 | $3.03M | Sell |
88,180
-1,500
| -2% | -$51.5K | 4.74% | 4 |
|
|
2022
Q1 | $3.3M | Buy |
89,680
+7,000
| +8% | +$258K | 4.38% | 4 |
|
|
2021
Q4 | $2.88M | Buy |
+82,680
| New | +$2.88M | 3.7% | 5 |
|