Apeiron RIA’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 | $3.14M | Buy |
50,393
+8,993
| +22% | +$561K | 0.81% | 33 |
|
|
2025
Q1 | $2.44M | Buy |
41,400
+725
| +2% | +$42.7K | 0.74% | 36 |
|
|
2024
Q4 | $2.01M | Buy |
40,675
+1,193
| +3% | +$59.1K | 0.56% | 37 |
|
|
2024
Q3 | $1.96M | Sell |
39,482
-10,137
| -20% | -$504K | 0.56% | 37 |
|
|
2024
Q2 | $2.18M | Buy |
49,619
+621
| +1% | +$27.3K | 0.67% | 36 |
|
|
2024
Q1 | $2.06M | Buy |
48,998
+2,558
| +6% | +$107K | 0.6% | 38 |
|
|
2023
Q4 | $1.81M | Sell |
46,440
-230
| -0.5% | -$8.98K | 0.57% | 39 |
|
|
2023
Q3 | $1.63M | Sell |
46,670
-2,541
| -5% | -$88.9K | 0.56% | 41 |
|
|
2023
Q2 | $1.79M | Buy |
49,211
+7,603
| +18% | +$277K | 0.61% | 38 |
|
|
2023
Q1 | $1.56M | Buy |
41,608
+13,907
| +50% | +$520K | 0.54% | 37 |
|
|
2022
Q4 | $958K | Buy |
27,701
+231
| +0.8% | +$7.99K | 0.37% | 53 |
|
|
2022
Q3 | $868K | Buy |
27,470
+3,196
| +13% | +$101K | 0.4% | 47 |
|
|
2022
Q2 | $469 | Buy |
+24,274
| New | +$469 | 0.13% | 69 |
|
|
2022
Q1 | – | Sell |
-20,544
| Closed | -$715K | – | 166 |
|
|
2021
Q4 | $715K | Buy |
+20,544
| New | +$715K | 0.29% | 69 |
|