Stonebridge Financial Planning Group’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
Q1 | – | Sell |
-156
| Closed | -$5K | – | 224 |
|
|
2021
Q4 | $5K | Hold |
156
| – | – | ﹤0.01% | 371 |
|
|
2021
Q3 | $5K | Sell |
156
-300
| -66% | -$9.62K | ﹤0.01% | 380 |
|
|
2021
Q2 | $16K | Hold |
456
| – | – | 0.01% | 318 |
|
|
2021
Q1 | $15K | Hold |
456
| – | – | 0.01% | 328 |
|
|
2020
Q4 | $17K | Hold |
456
| – | – | 0.01% | 287 |
|
|
2020
Q3 | $17K | Hold |
456
| – | – | 0.01% | 278 |
|
|
2020
Q2 | $15K | Buy |
456
+300
| +192% | +$9.87K | 0.01% | 280 |
|
|
2020
Q1 | $5K | Hold |
156
| – | – | 0.01% | 357 |
|
|
2019
Q4 | $5K | Buy |
+156
| New | +$5K | ﹤0.01% | 325 |
|