WR Wealth Planners’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
Q4 | $144K | Sell |
2,904
-435
| -13% | -$21.5K | 0.05% | 187 |
|
|
2024
Q3 | $166K | Buy |
3,339
+15
| +0.5% | +$745 | 0.05% | 209 |
|
|
2024
Q2 | $146K | Sell |
3,324
-263
| -7% | -$11.6K | 0.04% | 210 |
|
|
2024
Q1 | $151K | Buy |
+3,587
| New | +$151K | 0.05% | 211 |
|
|
2023
Q4 | – | Sell |
-3,666
| Closed | -$128K | – | 492 |
|
|
2023
Q3 | $128K | Sell |
3,666
-1,023
| -22% | -$35.8K | 0.05% | 212 |
|
|
2023
Q2 | $171K | Sell |
4,689
-551
| -11% | -$20.1K | 0.07% | 186 |
|
|
2023
Q1 | $196K | Sell |
5,240
-174,713
| -97% | -$6.53M | 0.08% | 157 |
|
|
2022
Q4 | $6.22M | Sell |
179,953
-88
| -0% | -$3.04K | 3.83% | 6 |
|
|
2022
Q3 | $5.68M | Sell |
180,041
-3,607
| -2% | -$114K | 4% | 7 |
|
|
2022
Q2 | $6.3M | Buy |
183,648
+3,925
| +2% | +$135K | 4.15% | 5 |
|
|
2022
Q1 | $6.62M | Buy |
+179,723
| New | +$6.62M | 3.94% | 5 |
|