SageGuard Financial 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
2021
Q3
Sell
-43,757
Closed -$1.48M 69
2021
Q2
$1.48M Buy
43,757
+5,183
+13% +$175K 0.67% 40
2021
Q1
$1.26M Buy
38,574
+7,662
+25% +$250K 0.59% 46
2020
Q4
$1.12M Buy
+30,912
New +$1.12M 0.54% 51