Wolff Wiese Magana’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
Q1 | – | Sell |
-29
| Closed | -$1.13K | – | 727 |
|
|
2023
Q4 | $1.13K | Sell |
29
-740
| -96% | -$28.9K | ﹤0.01% | 544 |
|
|
2023
Q3 | $26.9K | Sell |
769
-606
| -44% | -$21.2K | 0.02% | 243 |
|
|
2023
Q2 | $50K | Buy |
1,375
+29
| +2% | +$1.06K | 0.04% | 192 |
|
|
2023
Q1 | $50.3K | Buy |
1,346
+930
| +224% | +$34.8K | 0.04% | 187 |
|
|
2022
Q4 | $14.4K | Hold |
416
| – | – | 0.01% | 301 |
|
|
2022
Q3 | $13K | Hold |
416
| – | – | 0.01% | 462 |
|
|
2022
Q2 | $14K | Sell |
416
-14
| -3% | -$471 | 0.01% | 477 |
|
|
2022
Q1 | $16K | Sell |
430
-2,465
| -85% | -$91.7K | 0.01% | 468 |
|
|
2021
Q4 | $101K | Sell |
2,895
-690
| -19% | -$24.1K | 0.07% | 201 |
|
|
2021
Q3 | $120K | Buy |
3,585
+828
| +30% | +$27.7K | 0.08% | 176 |
|
|
2021
Q2 | $93K | Buy |
2,757
+155
| +6% | +$5.23K | 0.07% | 203 |
|
|
2021
Q1 | $85K | Sell |
2,602
-2,223
| -46% | -$72.6K | 0.07% | 205 |
|
|
2020
Q4 | $175K | Buy |
+4,825
| New | +$175K | 0.15% | 124 |
|