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 |
|