Alpha Financial Partners’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 | $880K | Sell |
14,118
-6,613
| -32% | -$412K | 0.63% | 26 |
|
|
2025
Q1 | $1.22M | Sell |
20,731
-508
| -2% | -$30K | 0.98% | 16 |
|
|
2024
Q4 | $1.05M | Buy |
+21,239
| New | +$1.05M | 0.83% | 18 |
|
|
2024
Q3 | – | Sell |
-21,416
| Closed | -$941K | – | 124 |
|
|
2024
Q2 | $941K | Sell |
21,416
-27
| -0.1% | -$1.19K | 0.81% | 19 |
|
|
2024
Q1 | $901K | Sell |
21,443
-478
| -2% | -$20.1K | 0.82% | 19 |
|
|
2023
Q4 | $856K | Sell |
21,921
-418
| -2% | -$16.3K | 0.84% | 19 |
|
|
2023
Q3 | $782K | Buy |
22,339
+1,898
| +9% | +$66.4K | 0.91% | 21 |
|
|
2023
Q2 | $744K | Sell |
20,441
-1,644
| -7% | -$59.8K | 0.79% | 26 |
|
|
2023
Q1 | $825K | Sell |
22,085
-845
| -4% | -$31.6K | 0.93% | 22 |
|
|
2022
Q4 | $793K | Buy |
+22,930
| New | +$793K | 0.96% | 24 |
|