Verus Financial Partners’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
Q4 | – | Sell |
-6,046
| Closed | -$221K | – | 102 |
|
|
2023
Q3 | $221K | Sell |
6,046
-66
| -1% | -$2.41K | 0.03% | 95 |
|
|
2023
Q2 | $227K | Buy |
6,112
+646
| +12% | +$24K | 0.03% | 97 |
|
|
2023
Q1 | $212K | Buy |
+5,466
| New | +$212K | 0.03% | 96 |
|
|
2022
Q2 | – | Sell |
-5,786
| Closed | -$217K | – | 100 |
|
|
2022
Q1 | $217K | Buy |
+5,786
| New | +$217K | 0.03% | 91 |
|