Alterna Wealth Management’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 | $1.29M | Sell |
20,640
-1,801
| -8% | -$112K | 1.03% | 26 |
|
|
2025
Q1 | $1.32M | Buy |
22,441
+1,197
| +6% | +$70.6K | 1% | 26 |
|
|
2024
Q4 | $1.05M | Buy |
+21,244
| New | +$1.05M | 0.89% | 30 |
|
|
2024
Q2 | – | Sell |
-6,088
| Closed | -$256K | – | 110 |
|
|
2024
Q1 | $256K | Sell |
6,088
-22
| -0.4% | -$924 | 0.21% | 79 |
|
|
2023
Q4 | $238K | Hold |
6,110
| – | – | 0.29% | 67 |
|
|
2023
Q3 | $214K | Hold |
6,110
| – | – | 0.27% | 66 |
|
|
2023
Q2 | $222K | Hold |
6,110
| – | – | 0.26% | 92 |
|
|
2023
Q1 | $228K | Buy |
6,110
+171
| +3% | +$6.39K | 0.29% | 72 |
|
|
2022
Q4 | $205K | Buy |
+5,939
| New | +$205K | 0.23% | 88 |
|
|
2022
Q3 | – | Sell |
-7,033
| Closed | -$241K | – | 92 |
|
|
2022
Q2 | $241K | Sell |
7,033
-5,411
| -43% | -$185K | 0.24% | 64 |
|
|
2022
Q1 | $458K | Hold |
12,444
| – | – | 0.39% | 53 |
|
|
2021
Q4 | $433K | Buy |
+12,444
| New | +$433K | 0.36% | 56 |
|