Aspect Partners’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 | $4.19M | Buy |
67,121
+2,530
| +4% | +$158K | 2.06% | 17 |
|
|
2025
Q1 | $3.81M | Buy |
64,591
+2,656
| +4% | +$157K | 2.18% | 17 |
|
|
2024
Q4 | $3.07M | Sell |
61,935
-2,419
| -4% | -$120K | 1.77% | 15 |
|
|
2024
Q3 | $3.2M | Buy |
64,354
+9,536
| +17% | +$474K | 1.8% | 16 |
|
|
2024
Q2 | $2.41M | Buy |
54,818
+292
| +0.5% | +$12.8K | 1.43% | 16 |
|
|
2024
Q1 | $2.29M | Buy |
54,526
+1,290
| +2% | +$54.2K | 1.81% | 12 |
|
|
2023
Q4 | $2.08M | Buy |
+53,236
| New | +$2.08M | 1.34% | 16 |
|