Acorn Wealth 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 | – | Sell |
-3,478
| Closed | -$205K | – | 255 |
|
|
2025
Q1 | $205K | Buy |
+3,478
| New | +$205K | 0.09% | 224 |
|
|
2018
Q3 | – | Sell |
-3,217
| Closed | -$77K | – | 264 |
|
|
2018
Q2 | $77K | Hold |
3,217
| – | – | 0.07% | 202 |
|
|
2018
Q1 | $81K | Hold |
3,217
| – | – | 0.07% | 195 |
|
|
2017
Q4 | $82K | Buy |
+3,217
| New | +$82K | 0.07% | 190 |
|