Stonebridge 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-285
| Closed | -$9.97K | – | 486 |
|
|
2023
Q3 | $9.97K | Hold |
285
| – | – | ﹤0.01% | 606 |
|
|
2023
Q2 | $10.4K | Hold |
285
| – | – | ﹤0.01% | 617 |
|
|
2023
Q1 | $10.7K | Hold |
285
| – | – | ﹤0.01% | 601 |
|
|
2022
Q4 | $9.86K | Hold |
285
| – | – | ﹤0.01% | 600 |
|
|
2022
Q3 | $9K | Buy |
285
+235
| +470% | +$7.42K | ﹤0.01% | 593 |
|
|
2022
Q2 | $2K | Hold |
50
| – | – | ﹤0.01% | 809 |
|
|
2022
Q1 | $2K | Hold |
50
| – | – | ﹤0.01% | 908 |
|
|
2021
Q4 | $2K | Hold |
50
| – | – | ﹤0.01% | 863 |
|
|
2021
Q3 | $2K | Sell |
50
-100
| -67% | -$4K | ﹤0.01% | 822 |
|
|
2021
Q2 | $4K | Buy |
150
+100
| +200% | +$2.67K | ﹤0.01% | 851 |
|
|
2021
Q1 | $2K | Buy |
+50
| New | +$2K | ﹤0.01% | 835 |
|