Ten Capital Wealth Advisors’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 |
-2,772
| Closed | -$104K | – | 345 |
|
|
2023
Q1 | $104K | Buy |
2,772
+2,647
| +2,118% | +$98.9K | 0.03% | 158 |
|
|
2022
Q4 | $4.32K | Sell |
125
-204
| -62% | -$7.06K | ﹤0.01% | 398 |
|
|
2022
Q3 | $10K | Hold |
329
| – | – | ﹤0.01% | 300 |
|
|
2022
Q2 | $11K | Hold |
329
| – | – | ﹤0.01% | 254 |
|
|
2022
Q1 | $12K | Buy |
329
+44
| +15% | +$1.61K | 0.01% | 276 |
|
|
2021
Q4 | $10K | Buy |
285
+245
| +613% | +$8.6K | ﹤0.01% | 298 |
|
|
2021
Q3 | $1K | Sell |
40
-313
| -89% | -$7.83K | ﹤0.01% | 396 |
|
|
2021
Q2 | $12K | Buy |
+353
| New | +$12K | ﹤0.01% | 298 |
|