Alaethes Wealth’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 | $2.32M | Buy |
+37,132
| New | +$2.32M | 0.69% | 45 |
|
|
2022
Q2 | – | Sell |
-750
| Closed | -$28K | – | 193 |
|
|
2022
Q1 | $28K | Hold |
750
| – | – | 0.02% | 154 |
|
|
2021
Q4 | $26K | Hold |
750
| – | – | 0.02% | 159 |
|
|
2021
Q3 | $25K | Hold |
750
| – | – | 0.02% | 150 |
|
|
2021
Q2 | $25K | Buy |
+750
| New | +$25K | 0.02% | 146 |
|