SWS Partners’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
Q3 | – | Sell |
-105
| Closed | -$4.61K | – | 192 |
|
|
2024
Q2 | $4.61K | Buy |
+105
| New | +$4.61K | ﹤0.01% | 294 |
|
|
2018
Q2 | – | Sell |
-842
| Closed | -$22K | – | 195 |
|
|
2018
Q1 | $22K | Sell |
842
-264
| -24% | -$6.9K | 0.02% | 207 |
|
|
2017
Q4 | $28K | Buy |
+1,106
| New | +$28K | 0.02% | 195 |
|