Altiora Financial 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 | $4.66M | Sell |
74,774
-23,048
| -24% | -$1.44M | 0.91% | 24 |
|
2025
Q1 | $5.77M | Sell |
97,822
-66,141
| -40% | -$3.9M | 1.23% | 18 |
|
2024
Q4 | $8.12M | Buy |
163,963
+7,533
| +5% | +$373K | 1.77% | 14 |
|
2024
Q3 | $7.77M | Sell |
156,430
-11,523
| -7% | -$573K | 1.72% | 15 |
|
2024
Q2 | $7.38M | Sell |
167,953
-28,126
| -14% | -$1.24M | 1.77% | 14 |
|
2024
Q1 | $8.24M | Buy |
196,079
+28,477
| +17% | +$1.2M | 2.24% | 12 |
|
2023
Q4 | $6.54M | Buy |
167,602
+53,121
| +46% | +$2.07M | 1.9% | 13 |
|
2023
Q3 | $4.01M | Buy |
114,481
+9,031
| +9% | +$316K | 1.86% | 11 |
|
2023
Q2 | $3.84M | Buy |
105,450
+10,834
| +11% | +$394K | 1.69% | 13 |
|
2023
Q1 | $3.54M | Buy |
94,616
+6,089
| +7% | +$228K | 1.63% | 12 |
|
2022
Q4 | $3.06M | Buy |
+88,527
| New | +$3.06M | 1.53% | 13 |
|