TMD Wealth Management’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
Q2 | $24.4M | Buy |
556,502
+279,815
| +101% | +$12.3M | 5.36% | 7 |
|
|
2024
Q1 | $11.6M | Buy |
276,687
+17,583
| +7% | +$739K | 2.71% | 10 |
|
|
2023
Q4 | $10.1M | Buy |
259,104
+1,245
| +0.5% | +$48.6K | 2.64% | 11 |
|
|
2023
Q3 | $9.02M | Buy |
257,859
+7,643
| +3% | +$267K | 2.57% | 13 |
|
|
2023
Q2 | $9.11M | Buy |
250,216
+2,047
| +0.8% | +$74.5K | 2.37% | 13 |
|
|
2023
Q1 | $9.27M | Buy |
248,169
+7,134
| +3% | +$267K | 2.62% | 12 |
|
|
2022
Q4 | $8.34M | Sell |
241,035
-1,947
| -0.8% | -$67.3K | 3.71% | 9 |
|
|
2022
Q3 | $7.66M | Sell |
242,982
-511
| -0.2% | -$16.1K | 3.45% | 8 |
|
|
2022
Q2 | $8.35M | Sell |
243,493
-14,441
| -6% | -$495K | 3.5% | 9 |
|
|
2022
Q1 | $9.5M | Sell |
257,934
-12,096
| -4% | -$446K | 3.65% | 9 |
|
|
2021
Q4 | $9.4M | Buy |
270,030
+21,633
| +9% | +$753K | 3.5% | 8 |
|
|
2021
Q3 | $8.3M | Buy |
248,397
+15,986
| +7% | +$534K | 3.47% | 8 |
|
|
2021
Q2 | $7.84M | Sell |
232,411
-57,464
| -20% | -$1.94M | 3.42% | 10 |
|
|
2021
Q1 | $9.43M | Buy |
289,875
+89,189
| +44% | +$2.9M | 4.48% | 8 |
|
|
2020
Q4 | $7.28M | Buy |
+200,686
| New | +$7.28M | 4.08% | 10 |
|