St. James Investment 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
Q4
$510K Buy
14,747
+9,054
+159% +$313K 0.93% 42
2022
Q3
$180K Buy
5,693
+2,497
+78% +$79K 0.39% 55
2022
Q2
$110K Sell
3,196
-2,138
-40% -$73.6K 0.22% 54
2022
Q1
$196K Sell
5,334
-4,773
-47% -$175K 0.16% 35
2021
Q4
$352K Buy
+10,107
New +$352K 0.26% 50