VisionPoint Advisory Group’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 | – | Sell |
-3,397
| Closed | -$169K | – | 303 |
|
|
2024
Q3 | $169K | Sell |
3,397
-244
| -7% | -$12.1K | 0.06% | 188 |
|
|
2024
Q2 | $160K | Sell |
3,641
-74
| -2% | -$3.25K | 0.06% | 181 |
|
|
2024
Q1 | $156K | Sell |
3,715
-1,259
| -25% | -$52.9K | 0.06% | 181 |
|
|
2023
Q4 | $194K | Sell |
4,974
-3,668
| -42% | -$143K | 0.07% | 151 |
|
|
2023
Q3 | $302K | Sell |
8,642
-334
| -4% | -$11.7K | 0.13% | 123 |
|
|
2023
Q2 | $327K | Buy |
8,976
+1,911
| +27% | +$69.5K | 0.13% | 110 |
|
|
2023
Q1 | $275K | Buy |
+7,065
| New | +$275K | 0.12% | 126 |
|