Sugarloaf Wealth Management’s iShares Gold Trust IAU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $131K | Buy |
2,649
+149
| +6% | +$7.38K | 0.02% | 211 |
|
|
2024
Q3 | $124K | Hold |
2,500
| – | – | 0.02% | 219 |
|
|
2024
Q2 | $110K | Hold |
2,500
| – | – | 0.02% | 224 |
|
|
2024
Q1 | $105K | Hold |
2,500
| – | – | 0.02% | 224 |
|
|
2023
Q4 | $97.6K | Hold |
2,500
| – | – | 0.02% | 220 |
|
|
2023
Q3 | $87.5K | Sell |
2,500
-2,358
| -49% | -$82.5K | 0.02% | 221 |
|
|
2023
Q2 | $177K | Hold |
4,858
| – | – | 0.04% | 150 |
|
|
2023
Q1 | $182K | Hold |
4,858
| – | – | 0.04% | 138 |
|
|
2022
Q4 | $168K | Sell |
4,858
-1,642
| -25% | -$56.8K | 0.04% | 146 |
|
|
2022
Q3 | $205K | Buy |
6,500
+1,757
| +37% | +$55.4K | 0.05% | 118 |
|
|
2022
Q2 | $163K | Sell |
4,743
-119
| -2% | -$4.09K | 0.04% | 141 |
|
|
2022
Q1 | $179K | Sell |
4,862
-138
| -3% | -$5.08K | 0.04% | 133 |
|
|
2021
Q4 | $174K | Hold |
5,000
| – | – | 0.04% | 137 |
|
|
2021
Q3 | $167K | Buy |
+5,000
| New | +$167K | 0.04% | 140 |
|
|
2021
Q2 | – | Sell |
-7,500
| Closed | -$244 | – | 760 |
|
|
2021
Q1 | $244 | Buy |
7,500
+5,000
| +200% | +$163 | 0.07% | 106 |
|
|
2020
Q4 | $91K | Hold |
2,500
| – | – | 0.03% | 187 |
|
|
2020
Q3 | $90K | Hold |
2,500
| – | – | 0.03% | 168 |
|
|
2020
Q2 | $85K | Hold |
2,500
| – | – | 0.03% | 178 |
|
|
2020
Q1 | $75K | Hold |
2,500
| – | – | 0.03% | 171 |
|
|
2019
Q4 | $73K | Buy |
+2,500
| New | +$73K | 0.03% | 212 |
|