TFO Wealth 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
2023
Q4
Sell
-1,350
Closed -$49.1K 1003
2023
Q3
$49.1K Hold
1,350
0.01% 90
2023
Q2
$49.1K Buy
+1,350
New +$49.1K 0.01% 79
2020
Q1
Sell
-300
Closed -$8K 147
2019
Q4
$8K Buy
+300
New +$8K 0.01% 128