Acorn Financial Advisory Services’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 | $23.6M | Buy |
378,844
+45,202
| +14% | +$2.82M | 3.87% | 9 |
|
|
2025
Q1 | $19.7M | Buy |
+333,642
| New | +$19.7M | 3.56% | 9 |
|
|
2021
Q2 | – | Sell |
-6,069
| Closed | -$200K | – | 235 |
|
|
2021
Q1 | $200K | Sell |
6,069
-1,652
| -21% | -$54.4K | 0.07% | 199 |
|
|
2020
Q4 | $280K | Sell |
7,721
-732
| -9% | -$26.5K | 0.11% | 180 |
|
|
2020
Q3 | $304K | Buy |
8,453
+2,974
| +54% | +$107K | 0.16% | 158 |
|
|
2020
Q2 | $186K | Buy |
+5,479
| New | +$186K | 0.13% | 184 |
|