AA Financial Advisors’s iShares Gold Trust IAU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $844K | Sell |
13,534
-349
| -3% | -$21.8K | 0.18% | 79 |
|
|
2025
Q1 | $819K | Buy |
13,883
+452
| +3% | +$26.7K | 0.2% | 79 |
|
|
2024
Q4 | $665K | Buy |
13,431
+481
| +4% | +$23.8K | 0.18% | 83 |
|
|
2024
Q3 | $644K | Buy |
12,950
+5,106
| +65% | +$254K | 0.19% | 85 |
|
|
2024
Q2 | $345K | Buy |
7,844
+941
| +14% | +$41.3K | 0.12% | 119 |
|
|
2024
Q1 | $290K | Sell |
6,903
-382
| -5% | -$16K | 0.12% | 128 |
|
|
2023
Q4 | $284K | Buy |
+7,285
| New | +$284K | 0.19% | 49 |
|