Accordant Advisory 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $62.4K | Hold |
1,000
| – | – | 0.05% | 78 |
|
|
2025
Q1 | $59K | Sell |
1,000
-300
| -23% | -$17.7K | 0.06% | 58 |
|
|
2024
Q4 | $64.4K | Hold |
1,300
| – | – | 0.06% | 60 |
|
|
2024
Q3 | $64.6K | Hold |
1,300
| – | – | 0.05% | 62 |
|
|
2024
Q2 | $57.1K | Sell |
1,300
-2,607
| -67% | -$115K | 0.05% | 72 |
|
|
2024
Q1 | $164K | Buy |
+3,907
| New | +$164K | 0.12% | 92 |
|