TPB 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
Q1 | $10M | Buy |
267,968
+115,798
| +76% | +$4.33M | 5.46% | 5 |
|
|
2022
Q4 | $5.42M | Sell |
152,170
-3,417
| -2% | -$122K | 2.78% | 11 |
|
|
2022
Q3 | $4.91M | Buy |
155,587
+4,310
| +3% | +$136K | 2.34% | 12 |
|
|
2022
Q2 | $5.2M | Buy |
151,277
+61,751
| +69% | +$2.12M | 2.34% | 10 |
|
|
2022
Q1 | $3.3M | Buy |
+89,526
| New | +$3.3M | 1.24% | 20 |
|
|
2021
Q2 | – | Sell |
-48,500
| Closed | -$1.6M | – | 39 |
|
|
2021
Q1 | $1.6M | Buy |
48,500
+4,500
| +10% | +$148K | 1.38% | 16 |
|
|
2020
Q4 | $1.6M | Buy |
+44,000
| New | +$1.6M | 1.58% | 12 |
|