SHWM
Silicon Hills Wealth Management’s iShares Gold Trust IAU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $246K | Hold |
6,766
| – | – | 0.14% | 76 |
|
|
2023
Q1 | $253K | Sell |
6,766
-5,565
| -45% | -$208K | 0.15% | 74 |
|
|
2022
Q4 | $427K | Sell |
12,331
-5,335
| -30% | -$185K | 0.32% | 64 |
|
|
2022
Q3 | $557K | Sell |
17,666
-8,324
| -32% | -$262K | 0.44% | 49 |
|
|
2022
Q2 | $892K | Sell |
25,990
-117,597
| -82% | -$4.04M | 0.65% | 35 |
|
|
2022
Q1 | $5.29M | Buy |
143,587
+61,755
| +75% | +$2.27M | 3.37% | 6 |
|
|
2021
Q4 | $2.85M | Sell |
81,832
-50,931
| -38% | -$1.77M | 1.76% | 13 |
|
|
2021
Q3 | $4.44M | Sell |
132,763
-120,165
| -48% | -$4.02M | 3.04% | 7 |
|
|
2021
Q2 | $8.53M | Buy |
252,928
+2,914
| +1% | +$98.2K | 6.62% | 2 |
|
|
2021
Q1 | $4.07M | Sell |
250,014
-67,629
| -21% | -$1.1M | 3.68% | 6 |
|
|
2020
Q4 | $5.76M | Buy |
317,643
+338
| +0.1% | +$6.13K | 5.22% | 4 |
|
|
2020
Q3 | $5.71M | Buy |
317,305
+5,013
| +2% | +$90.2K | 5.9% | 3 |
|
|
2020
Q2 | $5.31M | Buy |
312,292
+12,090
| +4% | +$205K | 6.36% | 3 |
|
|
2020
Q1 | $4.52M | Buy |
300,202
+300,145
| +526,570% | +$4.52M | 5.98% | 4 |
|
|
2019
Q4 | $1.49K | Buy |
+57
| New | +$1.49K | 1.14% | 18 |
|