Truepoint Inc’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 |
-20,945
| Closed | -$724K | – | 150 |
|
|
2022
Q4 | $724K | Buy |
20,945
+10,440
| +99% | +$361K | 0.03% | 83 |
|
|
2022
Q3 | $331K | Buy |
+10,505
| New | +$331K | 0.02% | 114 |
|
|
2016
Q2 | – | Sell |
-13,500
| Closed | -$321K | – | 78 |
|
|
2016
Q1 | $321K | Hold |
13,500
| – | – | 0.04% | 58 |
|
|
2015
Q4 | $276K | Buy |
+13,500
| New | +$276K | 0.04% | 58 |
|