Sunesis Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $2.15M | Hold |
|
|||||
|
2024
Q4 | $1.81M | Hold |
|
|||||
|
2024
Q3 | $1.81M | Hold |
|
|||||
|
2024
Q2 | $1.6M | Sell |
|
|||||
|
2024
Q1 | $1.79M | Sell |
|
|||||
|
2023
Q4 | $2.04M | Hold |
|
|||||
|
2023
Q3 | $1.83M | Buy |
|
|||||
|
2023
Q1 | $1.95M | Sell |
|
|||||
|
2022
Q4 | $1.81M | Hold |
|
|||||
|
2022
Q3 | $1.65M | Hold |
|
|||||
|
2022
Q2 | $1.79M | Hold |
|
|||||
|
2022
Q1 | $1.92M | Hold |
|
|||||
|
2021
Q4 | $1.82M | Buy |
|
|||||
|
2021
Q2 | – | Sell |
|
|||||
|
2021
Q1 | $1.7M | Buy |
|
|||||
|
2020
Q4 | $1.89M | Hold |
|
|||||
|
2020
Q3 | $1.88M | Hold |
|
|||||
|
2020
Q2 | $1.77M | Hold |
|
|||||
|
2020
Q1 | $1.57M | Hold |
|
|||||
|
2019
Q4 | $1.51M | Sell |
|
|||||
|
2019
Q3 | $1.48M | Sell |
|
|||||
|
2019
Q2 | $1.6M | Hold |
|
|||||
|
2019
Q1 | $1.47M | Hold |
|
|||||
|
2018
Q4 | $1.46M | Hold |
|
|||||
|
2018
Q3 | $1.36M | Buy |
|