TrinityPoint Wealth’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
Q4 | $3.78M | Buy |
76,359
+38,560
| +102% | +$1.91M | 0.53% | 47 |
|
|
2024
Q3 | $1.88M | Sell |
37,799
-5
| -0% | -$248 | 0.27% | 93 |
|
|
2024
Q2 | $1.66M | Sell |
37,804
-204
| -0.5% | -$8.96K | 0.26% | 98 |
|
|
2024
Q1 | $1.6M | Sell |
38,008
-8
| -0% | -$336 | 0.26% | 94 |
|
|
2023
Q4 | $1.48M | Sell |
38,016
-4,291
| -10% | -$167K | 0.27% | 93 |
|
|
2023
Q3 | $1.48M | Sell |
42,307
-2,959
| -7% | -$104K | 0.29% | 91 |
|
|
2023
Q2 | $1.65M | Buy |
45,266
+1,563
| +4% | +$56.9K | 0.32% | 86 |
|
|
2023
Q1 | $1.63M | Buy |
43,703
+143
| +0.3% | +$5.34K | 0.35% | 77 |
|
|
2022
Q4 | $1.51M | Sell |
43,560
-65,373
| -60% | -$2.26M | 0.34% | 73 |
|
|
2022
Q3 | $3.44M | Sell |
108,933
-8,421
| -7% | -$266K | 0.79% | 28 |
|
|
2022
Q2 | $4.03M | Sell |
117,354
-72
| -0.1% | -$2.47K | 0.89% | 26 |
|
|
2022
Q1 | $4.33M | Sell |
117,426
-4,772
| -4% | -$176K | 0.78% | 33 |
|
|
2021
Q4 | $4.25M | Sell |
122,198
-37,679
| -24% | -$1.31M | 0.76% | 34 |
|
|
2021
Q3 | $5.34M | Sell |
159,877
-1,850
| -1% | -$61.8K | 1.02% | 20 |
|
|
2021
Q2 | $5.45M | Buy |
161,727
+4,067
| +3% | +$137K | 1.11% | 17 |
|
|
2021
Q1 | $5.13M | Buy |
157,660
+16,407
| +12% | +$534K | 1.19% | 18 |
|
|
2020
Q4 | $4.99M | Buy |
141,253
+17,131
| +14% | +$605K | 1.2% | 16 |
|
|
2020
Q3 | $4.47M | Buy |
124,122
+48,967
| +65% | +$1.76M | 1.24% | 15 |
|
|
2020
Q2 | $2.55M | Buy |
+75,155
| New | +$2.55M | 0.81% | 28 |
|