Spartan Planning & Wealth Management’s iShares Gold Trust IAU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $71.5K | Sell |
1,831
-47,286
| -96% | -$1.85M | 0.08% | 115 |
|
|
2023
Q3 | $1.72M | Buy |
+49,117
| New | +$1.72M | 2.01% | 9 |
|
|
2022
Q4 | $2.09M | Buy |
60,492
+37,440
| +162% | +$1.3M | 2.61% | 8 |
|
|
2022
Q3 | $727K | Buy |
23,052
+2,174
| +10% | +$68.6K | 0.95% | 14 |
|
|
2022
Q2 | $716K | Sell |
20,878
-77,932
| -79% | -$2.67M | 0.96% | 14 |
|
|
2022
Q1 | $3.64M | Buy |
+98,810
| New | +$3.64M | 4.55% | 7 |
|