SWM
Selective Wealth Management’s iShares Gold Trust IAU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-3,699
| Closed | -$117K | – | 387 |
|
|
2022
Q3 | $117K | Sell |
3,699
-496
| -12% | -$15.7K | 0.05% | 183 |
|
|
2022
Q2 | $144K | Buy |
4,195
+1,586
| +61% | +$54.4K | 0.05% | 180 |
|
|
2022
Q1 | $96K | Sell |
2,609
-972
| -27% | -$35.8K | 0.03% | 213 |
|
|
2021
Q4 | $125K | Buy |
3,581
+1,722
| +93% | +$60.1K | 0.05% | 172 |
|
|
2021
Q3 | $62K | Buy |
+1,859
| New | +$62K | 0.03% | 235 |
|