Westshore Wealth’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
Q3
Sell
-7,300
Closed -$266K 100
2023
Q2
$266K Buy
+7,300
New +$266K 0.14% 78
2022
Q1
Sell
-10,700
Closed -$372K 98
2021
Q4
$372K Buy
+10,700
New +$372K 0.25% 52