Triad Financial 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 | – | Sell |
-6,826
| Closed | -$236K | – | 108 |
|
|
2022
Q4 | $236K | Buy |
+6,826
| New | +$236K | 0.11% | 94 |
|
|
2022
Q3 | – | Sell |
-6,247
| Closed | -$214K | – | 104 |
|
|
2022
Q2 | $214K | Sell |
6,247
-1,353
| -18% | -$46.3K | 0.12% | 96 |
|
|
2022
Q1 | $280K | Buy |
7,600
+965
| +15% | +$35.6K | 0.15% | 79 |
|
|
2021
Q4 | $231K | Buy |
+6,635
| New | +$231K | 0.14% | 111 |
|