Aries 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 | $422K | Sell |
6,765
-85
| -1% | -$5.3K | 0.11% | 155 |
|
|
2025
Q1 | $404K | Buy |
6,850
+1,120
| +20% | +$66K | 0.11% | 158 |
|
|
2024
Q4 | $284K | Sell |
5,730
-350
| -6% | -$17.3K | 0.08% | 186 |
|
|
2024
Q3 | $302K | Hold |
6,080
| – | – | 0.08% | 184 |
|
|
2024
Q2 | $267K | Hold |
6,080
| – | – | 0.08% | 170 |
|
|
2024
Q1 | $255K | Sell |
6,080
-85
| -1% | -$3.57K | 0.08% | 181 |
|
|
2023
Q4 | $241K | Hold |
6,165
| – | – | 0.09% | 175 |
|
|
2023
Q3 | $224K | Buy |
+6,165
| New | +$224K | 0.09% | 177 |
|