Aprio 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 | $206K | Sell |
3,303
-11,734
| -78% | -$732K | 0.02% | 384 |
|
|
2025
Q1 | $887K | Buy |
15,037
+1,983
| +15% | +$117K | 0.11% | 116 |
|
|
2024
Q4 | $646K | Hold |
13,054
| – | – | 0.09% | 116 |
|
|
2024
Q3 | $649K | Sell |
13,054
-689
| -5% | -$34.2K | 0.1% | 106 |
|
|
2024
Q2 | $604K | Buy |
+13,743
| New | +$604K | 0.11% | 101 |
|
|
2024
Q1 | – | Sell |
-22,003
| Closed | -$859K | – | 252 |
|
|
2023
Q4 | $859K | Buy |
22,003
+5,615
| +34% | +$219K | 0.19% | 61 |
|
|
2023
Q3 | $573K | Buy |
16,388
+5,237
| +47% | +$183K | 0.16% | 75 |
|
|
2023
Q2 | $406K | Buy |
11,151
+5,773
| +107% | +$210K | 0.11% | 88 |
|
|
2023
Q1 | $201K | Buy |
+5,378
| New | +$201K | 0.06% | 130 |
|