Zullo Investment Group’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
Q1 | – | Sell |
-531
| Closed | -$18.4K | – | 401 |
|
|
2022
Q4 | $18.4K | Buy |
531
+26
| +5% | +$899 | 0.01% | 407 |
|
|
2022
Q3 | $16K | Hold |
505
| – | – | 0.01% | 424 |
|
|
2022
Q2 | $17K | Hold |
505
| – | – | 0.01% | 419 |
|
|
2022
Q1 | $19K | Hold |
505
| – | – | 0.01% | 430 |
|
|
2021
Q4 | $18K | Buy |
+505
| New | +$18K | 0.01% | 441 |
|