Waypoint Capital Advisors’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
Q3 | $443K | Hold |
8,913
| – | – | 0.09% | 90 |
|
|
2024
Q2 | $392K | Buy |
8,913
+10
| +0.1% | +$439 | 0.1% | 93 |
|
|
2024
Q1 | $374K | Hold |
8,903
| – | – | 0.1% | 94 |
|
|
2023
Q4 | $347K | Hold |
8,903
| – | – | 0.1% | 95 |
|
|
2023
Q3 | $312K | Hold |
8,903
| – | – | 0.1% | 99 |
|
|
2023
Q2 | $324K | Hold |
8,903
| – | – | 0.1% | 108 |
|
|
2023
Q1 | $333K | Hold |
8,903
| – | – | 0.11% | 106 |
|
|
2022
Q4 | $308K | Hold |
8,903
| – | – | 0.11% | 110 |
|
|
2022
Q3 | $280K | Hold |
8,903
| – | – | 0.12% | 97 |
|
|
2022
Q2 | $305K | Hold |
8,903
| – | – | 0.14% | 89 |
|
|
2022
Q1 | $328K | Hold |
8,903
| – | – | 0.19% | 90 |
|
|
2021
Q4 | $310K | Buy |
+8,903
| New | +$310K | 0.21% | 73 |
|