Valley Wealth Managers’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
Q3 | – | Sell |
-575
| Closed | -$20.9K | – | 384 |
|
|
2023
Q2 | $20.9K | Hold |
575
| – | – | ﹤0.01% | 244 |
|
|
2023
Q1 | $21.5K | Hold |
575
| – | – | ﹤0.01% | 249 |
|
|
2022
Q4 | $19.9K | Hold |
575
| – | – | ﹤0.01% | 270 |
|
|
2022
Q3 | $18K | Hold |
575
| – | – | ﹤0.01% | 295 |
|
|
2022
Q2 | $20K | Buy |
+575
| New | +$20K | ﹤0.01% | 294 |
|
|
2017
Q2 | – | Sell |
-575
| Closed | -$14K | – | 147 |
|
|
2017
Q1 | $14K | Hold |
575
| – | – | ﹤0.01% | 168 |
|
|
2016
Q4 | $13K | Hold |
575
| – | – | ﹤0.01% | 169 |
|
|
2016
Q3 | $15K | Hold |
575
| – | – | ﹤0.01% | 164 |
|
|
2016
Q2 | $15K | Buy |
+575
| New | +$15K | ﹤0.01% | 168 |
|