AlphaCore Capital’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
$1.78M Buy
28,568
+9,145
+47% +$570K 0.07% 193
2025
Q1
$1.15M Buy
+19,423
New +$1.15M 0.1% 158
2024
Q1
Sell
-18,654
Closed -$728K 233
2023
Q4
$728K Hold
18,654
0.11% 120
2023
Q3
$653K Buy
18,654
+761
+4% +$26.6K 0.1% 125
2023
Q2
$651K Buy
+17,893
New +$651K 0.1% 124