Aberdeen Wealth Management’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 | $930K | Hold |
14,912
| – | – | 0.62% | 43 |
|
|
2025
Q1 | $879K | Hold |
14,912
| – | – | 0.61% | 45 |
|
|
2024
Q4 | $738K | Hold |
14,912
| – | – | 0.51% | 57 |
|
|
2024
Q3 | $741K | Sell |
14,912
-1,000
| -6% | -$49.7K | 0.49% | 62 |
|
|
2024
Q2 | $699K | Hold |
15,912
| – | – | 0.47% | 60 |
|
|
2024
Q1 | $668K | Buy |
15,912
+1,000
| +7% | +$42K | 0.39% | 71 |
|
|
2023
Q4 | $582K | Sell |
14,912
-1,000
| -6% | -$39K | 0.42% | 71 |
|
|
2023
Q3 | $557K | Hold |
15,912
| – | – | 0.42% | 65 |
|
|
2023
Q2 | $579K | Hold |
15,912
| – | – | 0.42% | 68 |
|
|
2023
Q1 | $595K | Buy |
15,912
+400
| +3% | +$14.9K | 0.44% | 64 |
|
|
2022
Q4 | $537K | Hold |
15,512
| – | – | 0.4% | 68 |
|
|
2022
Q3 | $489K | Buy |
15,512
+5,100
| +49% | +$161K | 0.43% | 69 |
|
|
2022
Q2 | $357K | Buy |
10,412
+400
| +4% | +$13.7K | 0.28% | 96 |
|
|
2022
Q1 | $369K | Buy |
+10,012
| New | +$369K | 0.25% | 105 |
|
|
2021
Q3 | – | Sell |
-9,424
| Closed | -$318K | – | 125 |
|
|
2021
Q2 | $318K | Sell |
9,424
-5,201
| -36% | -$176K | 0.29% | 106 |
|
|
2021
Q1 | $476K | Hold |
14,625
| – | – | 0.38% | 77 |
|
|
2020
Q4 | $530K | Sell |
14,625
-30
| -0.2% | -$1.09K | 0.4% | 70 |
|
|
2020
Q3 | $527K | Hold |
14,655
| – | – | 0.5% | 57 |
|
|
2020
Q2 | $498K | Hold |
14,655
| – | – | 0.53% | 62 |
|
|
2020
Q1 | $442K | Buy |
14,655
+200
| +1% | +$6.03K | 0.54% | 58 |
|
|
2019
Q4 | $419K | Buy |
+14,455
| New | +$419K | 0.31% | 80 |
|