Spartan Planning & Wealth Management’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
2023
Q4
$71.5K Sell
2023
Q3
$1.72M Buy
2022
Q4
$2.09M Buy
2022
Q3
$727K Buy
2022
Q2
$716K Sell
2022
Q1
$3.64M Buy