Newman & Schimel, LLC IShares Gold Trust Transaction History

Newman & Schimel, LLC

  • $221 Million
  • Q4 2022
Number of Shares
8,616
Previous 7,441 15.79%
Holding current value
$0
Previous $235,000 100.0%
% of portfolio
0.0%
Previous 0.12%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2022

Jan 20, 2023
BUY
N/A
1,175 Added 15.79%
8,616 $0
Q2 2022

Jul 14, 2022
SELL
N/A
-720 Reduced 8.82%
7,441 $255,000
Q1 2022

Apr 15, 2022
SELL
N/A
-8,024 Reduced 49.58%
8,161 $301,000
Q4 2021

Jan 18, 2022
SELL
N/A
-2,708 Reduced 14.33%
16,185 $563,000
Q3 2021

Oct 07, 2021
SELL
N/A
-8,430 Reduced 30.85%
18,893 $631,000
Q2 2021

Jul 06, 2021
SELL
N/A
-109,251 Reduced 79.99%
27,323 $921,000
Q1 2021

Apr 08, 2021
SELL
N/A
-62,798 Reduced 31.5%
136,574 $2.22 Million
Q4 2020

Jan 21, 2021
BUY
N/A
199,372 New
199,372 $3.62 Million
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