Tilia Fiduciary 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
Q3 | – | Sell |
-42
| Closed | -$1.53K | – | 256 |
|
|
2023
Q2 | $1.53K | Buy |
42
+36
| +600% | +$1.31K | ﹤0.01% | 491 |
|
|
2023
Q1 | $224 | Hold |
6
| – | – | ﹤0.01% | 502 |
|
|
2022
Q4 | $208 | Hold |
6
| – | – | ﹤0.01% | 497 |
|
|
2022
Q3 | $0 | Sell |
6
-99
| -94% | – | ﹤0.01% | 520 |
|
|
2022
Q2 | $3K | Sell |
105
-3
| -3% | -$86 | ﹤0.01% | 471 |
|
|
2022
Q1 | $4K | Buy |
108
+9
| +9% | +$333 | ﹤0.01% | 478 |
|
|
2021
Q4 | $3K | Buy |
+99
| New | +$3K | ﹤0.01% | 519 |
|