The Move button on the Holdings page changes which storage location a specific inventory item is assigned to. Open the row, click Move, pick the new destination, confirm — the change is immediate, and nothing about the item beyond its location flag changes.
This is the right tool for everyday relocations: splitting a mixed buy across two places, sending coins to a depository after a delivery, or putting items somewhere specific before deleting their old location. For a larger one-shot reorganization — emptying one custodian into another, say — Bulk Import is usually faster.
Where the Move button lives
Open the Holdings page from the left nav. Each item row collapses by default to a summary line — purchased date, location, weight, purchase price, current value, gain/loss, status. Click the chevron on the left of the row to expand it.
The expanded view shows the item's metadata strip — Purity, Fine Weight, Premium Paid, Shipping, Days Held — and two buttons on the right: Move and Edit Labels.
Move is the one we want here. Edit Labels handles nickname, reference, and date annotation — see Adding a nickname to a specific item.
Opening the Move to Location modal
Click Move. A modal opens titled Move to Location, with the product name in the subtitle so you know which item you're acting on. Inside, you see:
No location: Picks the item out of its current location and leaves it Unassigned. Useful when the item is in transit or you don't yet know where it'll land.
Each storage location you've set up: Listed with its type and institution shown underneath the name, so two depositories or two IRAs are easy to tell apart.
Select the destination radio button, then click Move to commit, or Cancel to drop the change.
What happens when you move
The item's location flag updates. Everything else stays as recorded. The change ripples through the app immediately:
Holdings page: The Location column on that row shows the new value. Filtering by the old location no longer surfaces this item; filtering by the new one does.
Dashboard: The Custody Breakdown donut and the Holdings by Location widget recompute on the next render.
Custody Statement: The item moves into the new location's section, contributing its weight, cost basis, current value, and gain/loss totals.
Tax Report: If the new location is IRA-typed, the item is excluded from your taxable totals from this point forward. If you moved it out of an IRA-type location, the reverse — it joins the taxable totals.
Cost basis, purchase date, premium paid, labels, status: all preserved.
Moves are per-item
Move acts on one inventory item at a time. That's the right tool when you're relocating a handful of pieces, or splitting a mixed batch from a single buy across more than one place.
For a much larger reshuffle — moving everything from one custodian to another, or bulk-assigning a backlog of historical items — Bulk Import is faster. A CSV with the destination location's CSV key in the storage column reassigns many items in a single upload.
Move vs. delete-and-reassign
Deleting a storage location auto-unassigns its items rather than removing them, so you don't strictly have to move items out before deleting. But if you want them to land somewhere specific rather than in the Unassigned bucket, move them first, then delete.
Move-then-Delete also keeps Custody Statement and Tax Report figures continuous: items appear under their new location the moment you move them, instead of sitting in Unassigned while you decide where they belong.
What Move doesn't change
Move is metadata-only. A few things it specifically doesn't touch:
Cost basis: Purchase price, locked-in spot, and premium paid are preserved exactly as recorded.
Portfolio: Items stay in whatever portfolio they were in. Location and portfolio are independent.
Transaction history: The original buy transaction is unchanged. Move doesn't create a new transaction, edit the existing one, or appear anywhere on the Transactions History page.
Labels: Nickname, reference, and date annotation persist through the move.
Where to go next
Deleting a storage location: What happens to items in a location when you delete it — and when to move them first.
Editing a storage location: When the right action is renaming the container, not relocating its contents.
Assigning a location when recording a purchase: The Add Purchase form's selector, where most location assignments start.
Preparing your CSV: For relocating many items in one go.