AE Wealth Management’s iShares Gold Trust Micro IAUM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.8M | Buy |
449,599
+132,699
| +42% | +$4.38M | 0.11% | 202 |
|
|
2025
Q1 | $9.88M | Buy |
316,900
+49,985
| +19% | +$1.56M | 0.08% | 241 |
|
|
2024
Q4 | $6.99M | Buy |
266,915
+117,658
| +79% | +$3.08M | 0.06% | 281 |
|
|
2024
Q3 | $3.92M | Sell |
149,257
-294,950
| -66% | -$7.74M | 0.04% | 379 |
|
|
2024
Q2 | $10.3M | Sell |
444,207
-59,705
| -12% | -$1.39M | 0.1% | 217 |
|
|
2024
Q1 | $11.2M | Sell |
503,912
-930,349
| -65% | -$20.6M | 0.13% | 203 |
|
|
2023
Q4 | $28.9M | Sell |
1,434,261
-484,352
| -25% | -$9.75M | 0.15% | 148 |
|
|
2023
Q3 | $35.4M | Buy |
1,918,613
+195,890
| +11% | +$3.61M | 0.21% | 104 |
|
|
2023
Q2 | $33M | Sell |
1,722,723
-181,571
| -10% | -$3.48M | 0.2% | 110 |
|
|
2023
Q1 | $37.5M | Buy |
1,904,294
+94,554
| +5% | +$1.86M | 0.24% | 79 |
|
|
2022
Q4 | $33M | Buy |
1,809,740
+590,796
| +48% | +$10.8M | 0.24% | 85 |
|
|
2022
Q3 | $20.2M | Buy |
1,218,944
+900,115
| +282% | +$14.9M | 0.16% | 142 |
|
|
2022
Q2 | $5.76M | Buy |
+318,829
| New | +$5.76M | 0.05% | 391 |
|