StrategIQ Financial 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
2023
Q4
Sell
-139,834
Closed -$4.89M 324
2023
Q3
$4.89M Hold
139,834
0.57% 45
2023
Q2
$5.09M Buy
139,834
+30
+0% +$1.09K 0.58% 44
2023
Q1
$5.22M Sell
139,804
-1,750
-1% -$65.4K 0.6% 42
2022
Q4
$4.9M Hold
141,554
0.57% 39
2022
Q3
$4.46M Sell
141,554
-19,434
-12% -$613K 0.57% 40
2022
Q2
$5.52M Hold
160,988
0.67% 37
2022
Q1
$5.93M Sell
160,988
-93
-0.1% -$3.43K 0.64% 37
2021
Q4
$5.61M Buy
+161,081
New +$5.61M 0.56% 41