Allen Capital Group’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
$228K Buy
3,652
+3
+0.1% +$187 0.02% 244
2025
Q1
$215K Buy
+3,649
New +$215K 0.02% 230
2018
Q4
Sell
-7,146
Closed -$163K 121
2018
Q3
$163K Sell
7,146
-1,193
-14% -$27.2K 0.05% 122
2018
Q2
$200K Sell
8,339
-1,499
-15% -$36K 0.07% 117
2018
Q1
$250K Hold
9,838
0.1% 101
2017
Q4
$246K Buy
+9,838
New +$246K 0.11% 103