Apollon 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 | $9.68M | Sell |
155,173
-4,522
| -3% | -$282K | 0.19% | 104 |
|
|
2025
Q1 | $9.42M | Buy |
159,695
+55,602
| +53% | +$3.28M | 0.21% | 93 |
|
|
2024
Q4 | $5.15M | Buy |
104,093
+347
| +0.3% | +$17.2K | 0.12% | 154 |
|
|
2024
Q3 | $5.16M | Sell |
103,746
-1,812
| -2% | -$90.1K | 0.15% | 126 |
|
|
2024
Q2 | $4.64M | Sell |
105,558
-2,301
| -2% | -$101K | 0.14% | 129 |
|
|
2024
Q1 | $4.53M | Sell |
107,859
-6,302
| -6% | -$265K | 0.14% | 131 |
|
|
2023
Q4 | $4.46M | Sell |
114,161
-4,131
| -3% | -$161K | 0.15% | 127 |
|
|
2023
Q3 | $4.14M | Sell |
118,292
-12,438
| -10% | -$435K | 0.21% | 90 |
|
|
2023
Q2 | $4.76M | Sell |
130,730
-7,255
| -5% | -$264K | 0.23% | 94 |
|
|
2023
Q1 | $5.16M | Buy |
137,985
+31,200
| +29% | +$1.17M | 0.32% | 67 |
|
|
2022
Q4 | $3.69M | Sell |
106,785
-1,397
| -1% | -$48.3K | 0.26% | 79 |
|
|
2022
Q3 | $3.41M | Buy |
108,182
+9,897
| +10% | +$312K | 0.28% | 74 |
|
|
2022
Q2 | $3.37M | Sell |
98,285
-13,282
| -12% | -$456K | 0.28% | 75 |
|
|
2022
Q1 | $4.11M | Buy |
111,567
+41,757
| +60% | +$1.54M | 0.29% | 71 |
|
|
2021
Q4 | $2.44M | Buy |
69,810
+44,096
| +171% | +$1.54M | 0.18% | 130 |
|
|
2021
Q3 | $859K | Buy |
25,714
+2,157
| +9% | +$72.1K | 0.12% | 165 |
|
|
2021
Q2 | $794K | Buy |
23,557
+9,126
| +63% | +$308K | 0.14% | 142 |
|
|
2021
Q1 | $469K | Sell |
14,431
-9,164
| -39% | -$298K | 0.09% | 212 |
|
|
2020
Q4 | $856K | Buy |
+23,595
| New | +$856K | 0.23% | 93 |
|
|
2020
Q3 | – | Sell |
-142
| Closed | -$5K | – | 384 |
|
|
2020
Q2 | $5K | Buy |
+142
| New | +$5K | ﹤0.01% | 561 |
|