Sugarloaf Wealth Management’s iShares Gold Trust IAU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $131K | Buy |
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|
2024
Q3 | $124K | Hold |
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|
2024
Q2 | $110K | Hold |
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|
2024
Q1 | $105K | Hold |
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|
2023
Q4 | $97.6K | Hold |
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|
2023
Q3 | $87.5K | Sell |
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|
2023
Q2 | $177K | Hold |
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|
2023
Q1 | $182K | Hold |
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|
2022
Q4 | $168K | Sell |
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|
2022
Q3 | $205K | Buy |
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|
2022
Q2 | $163K | Sell |
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|
2022
Q1 | $179K | Sell |
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|
2021
Q4 | $174K | Hold |
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|
2021
Q3 | $167K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $244 | Buy |
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|
2020
Q4 | $91K | Hold |
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|
2020
Q3 | $90K | Hold |
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|
2020
Q2 | $85K | Hold |
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|
2020
Q1 | $75K | Hold |
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|
2019
Q4 | $73K | Buy |
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