Alpha Cubed Investments’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 | $567K | Buy |
9,093
+4,768
| +110% | +$297K | 0.02% | 170 |
|
|
2025
Q1 | $255K | Buy |
4,325
+168
| +4% | +$9.91K | 0.01% | 240 |
|
|
2024
Q4 | $206K | Hold |
4,157
| – | – | 0.01% | 246 |
|
|
2024
Q3 | $207K | Sell |
4,157
-1,446
| -26% | -$71.9K | 0.01% | 248 |
|
|
2024
Q2 | $246K | Buy |
+5,603
| New | +$246K | 0.01% | 236 |
|
|
2022
Q3 | – | Sell |
-10,596
| Closed | -$364K | – | 290 |
|
|
2022
Q2 | $364K | Buy |
+10,596
| New | +$364K | 0.03% | 199 |
|
|
2021
Q3 | – | Sell |
-81,248
| Closed | -$2.74M | – | 277 |
|
|
2021
Q2 | $2.74M | Buy |
+81,248
| New | +$2.74M | 0.2% | 78 |
|
|
2014
Q1 | – | Sell |
-33,622
| Closed | -$785K | – | 184 |
|
|
2013
Q4 | $785K | Buy |
+33,622
| New | +$785K | 0.28% | 115 |
|