Wagner Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-34
| Closed | -$1K | – | 471 |
|
|
2022
Q3 | $1K | Sell |
34
-625
| -95% | -$18.4K | ﹤0.01% | 642 |
|
|
2022
Q2 | $23K | Buy |
+659
| New | +$23K | 0.02% | 308 |
|
|
2022
Q1 | – | Sell |
-381
| Closed | -$13K | – | 416 |
|
|
2021
Q4 | $13K | Hold |
381
| – | – | 0.01% | 457 |
|
|
2021
Q3 | $13K | Hold |
381
| – | – | 0.01% | 433 |
|
|
2021
Q2 | $13K | Hold |
381
| – | – | 0.01% | 454 |
|
|
2021
Q1 | $12K | Buy |
+381
| New | +$12K | 0.01% | 441 |
|
|
2018
Q3 | – | Hold |
0
| – | – | – | 716 |
|
|
2018
Q2 | – | Sell |
-75
| Closed | -$2K | – | 691 |
|
|
2018
Q1 | $2K | Sell |
75
-200
| -73% | -$5.33K | ﹤0.01% | 480 |
|
|
2017
Q4 | $7K | Buy |
+275
| New | +$7K | 0.01% | 465 |
|