TrinityPoint Wealth’s iShares Gold Trust IAU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $3.78M | Buy |
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|
2024
Q3 | $1.88M | Sell |
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|
2024
Q2 | $1.66M | Sell |
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|
2024
Q1 | $1.6M | Sell |
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|
2023
Q4 | $1.48M | Sell |
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|
2023
Q3 | $1.48M | Sell |
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|
2023
Q2 | $1.65M | Buy |
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|
2023
Q1 | $1.63M | Buy |
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|
2022
Q4 | $1.51M | Sell |
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|
2022
Q3 | $3.44M | Sell |
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|
2022
Q2 | $4.03M | Sell |
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|
2022
Q1 | $4.33M | Sell |
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|
2021
Q4 | $4.25M | Sell |
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|
2021
Q3 | $5.34M | Sell |
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|
2021
Q2 | $5.45M | Buy |
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|
2021
Q1 | $5.13M | Buy |
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|
2020
Q4 | $4.99M | Buy |
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|
2020
Q3 | $4.47M | Buy |
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|
2020
Q2 | $2.55M | Buy |
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