Verde Capital Management’s iShares Gold Trust IAU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q1
Sell
-25,270
Closed -$916K 41
2020
Q4
$916K Sell
25,270
-5,003
-17% -$181K 0.46% 31
2020
Q3
$1.09M Sell
30,273
-7,440
-20% -$268K 0.62% 25
2020
Q2
$1.28M Sell
37,713
-19,716
-34% -$670K 0.84% 18
2020
Q1
$1.73M Sell
57,429
-46,184
-45% -$1.39M 1.23% 13
2019
Q4
$3.01M Buy
+103,613
New +$3.01M 1.75% 15