Advantage Trust Company’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 | $222K | Buy |
3,552
+280
| +9% | +$17.5K | 0.11% | 58 |
|
2025
Q1 | $193K | Hold |
3,272
| – | – | 0.12% | 46 |
|
2024
Q4 | $162K | Sell |
3,272
-830
| -20% | -$41.1K | 0.1% | 49 |
|
2024
Q3 | $204K | Hold |
4,102
| – | – | 0.14% | 40 |
|
2024
Q2 | $180K | Hold |
4,102
| – | – | 0.13% | 46 |
|
2024
Q1 | $172K | Hold |
4,102
| – | – | 0.13% | 47 |
|
2023
Q4 | $160K | Buy |
+4,102
| New | +$160K | 0.13% | 49 |
|