TCWP’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
Q2 | – | Sell |
-71,655
| Closed | -$2.68M | – | 205 |
|
|
2023
Q1 | $2.68M | Buy |
71,655
+825
| +1% | +$30.8K | 0.51% | 64 |
|
|
2022
Q4 | $2.45M | Buy |
70,830
+869
| +1% | +$30.1K | 0.5% | 67 |
|
|
2022
Q3 | $2.21M | Buy |
69,961
+1,716
| +3% | +$54.1K | 0.47% | 69 |
|
|
2022
Q2 | $2.34M | Buy |
68,245
+665
| +1% | +$22.8K | 0.5% | 60 |
|
|
2022
Q1 | $2.49M | Buy |
67,580
+801
| +1% | +$29.5K | 0.45% | 57 |
|
|
2021
Q4 | $2.32M | Buy |
+66,779
| New | +$2.32M | 0.46% | 67 |
|