WCM
Wealthcare Capital Management’s iShares Gold Trust IAU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-6,171
| Closed | -$307K | – | 89 |
|
|
2024
Q3 | $307K | Buy |
6,171
+148
| +2% | +$7.36K | 0.03% | 68 |
|
|
2024
Q2 | $265K | Sell |
6,023
-3,702
| -38% | -$163K | 0.03% | 71 |
|
|
2024
Q1 | $409K | Buy |
9,725
+43
| +0.4% | +$1.81K | 0.05% | 58 |
|
|
2023
Q4 | $378K | Buy |
+9,682
| New | +$378K | 0.04% | 59 |
|
|
2022
Q1 | – | Sell |
-5,841
| Closed | -$203K | – | 85 |
|
|
2021
Q4 | $203K | Sell |
5,841
-1,970
| -25% | -$68.5K | 0.02% | 82 |
|
|
2021
Q3 | $261K | Sell |
7,811
-23,267
| -75% | -$777K | 0.03% | 69 |
|
|
2021
Q2 | $1.05M | Sell |
31,078
-28,763
| -48% | -$970K | 0.1% | 30 |
|
|
2021
Q1 | $973K | Buy |
59,841
+16,452
| +38% | +$268K | 0.1% | 29 |
|
|
2020
Q4 | $787K | Buy |
43,389
+17,201
| +66% | +$312K | 0.08% | 33 |
|
|
2020
Q3 | $471K | Buy |
26,188
+6,693
| +34% | +$120K | 0.05% | 39 |
|
|
2020
Q2 | $331K | Buy |
19,495
+438
| +2% | +$7.44K | 0.04% | 43 |
|
|
2020
Q1 | $287K | Buy |
+19,057
| New | +$287K | 0.04% | 45 |
|
|
2015
Q3 | – | Sell |
-100
| Closed | -$1K | – | 317 |
|
|
2015
Q2 | $1K | Hold |
100
| – | – | ﹤0.01% | 358 |
|
|
2015
Q1 | $1K | Buy |
+100
| New | +$1K | ﹤0.01% | 867 |
|