Sargent Bickham Lagudis’s iShares Gold Trust IAU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $151K | Sell |
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|
2022
Q3 | $144K | Buy |
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|
2022
Q2 | $149K | Sell |
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|
2022
Q1 | $198K | Buy |
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|
2021
Q4 | $163K | Sell |
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|
2021
Q3 | $168K | Buy |
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|
2021
Q2 | $169K | Buy |
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|
2021
Q1 | $161K | Buy |
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|
2020
Q4 | $170K | Hold |
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|
2020
Q3 | $169K | Buy |
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|
2020
Q2 | $50K | Hold |
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|
2020
Q1 | $45K | Buy |
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|
2019
Q4 | $24K | Buy |
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|
2019
Q3 | $22K | Sell |
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|
2019
Q2 | $23K | Buy |
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|
2019
Q1 | $19K | Hold |
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|
2018
Q4 | $19K | Sell |
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|
2018
Q3 | $36K | Hold |
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|
2018
Q2 | $38K | Hold |
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|
2018
Q1 | $41K | Buy |
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|
2017
Q4 | $30K | Hold |
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|
2017
Q3 | $30K | Hold |
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|
2017
Q2 | $29K | Buy |
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|
2017
Q1 | $10K | Hold |
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|
2016
Q4 | $9K | Hold |
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|
2016
Q3 | $11 | Hold |
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|
2016
Q2 | $11K | Hold |
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|
2016
Q1 | $10K | Buy |
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