Spearhead Capital Advisors’s iShares Gold Trust IAU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
$5.13M Sell
162,651
-11,849
-7% -$374K 5.56% 1
2022
Q2
$5.99M Hold
174,500
0.89% 51
2022
Q1
$6.43M Buy
174,500
+103,128
+144% +$3.8M 0.8% 51
2021
Q4
$2.48M Buy
71,372
+23,736
+50% +$826K 0.3% 57
2021
Q3
$1.59M Buy
+47,636
New +$1.59M 0.21% 55