Atomi Financial Group’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
$7.64M Buy
122,541
+5,261
+4% +$328K 0.29% 65
2025
Q1
$6.91M Sell
117,280
-6,685
-5% -$394K 0.32% 63
2024
Q4
$6.14M Buy
123,965
+15,717
+15% +$778K 0.31% 64
2024
Q3
$5.38M Buy
108,248
+5,839
+6% +$290K 0.34% 59
2024
Q2
$4.5M Buy
102,409
+25,345
+33% +$1.11M 0.33% 68
2024
Q1
$3.24M Buy
77,064
+71,373
+1,254% +$3M 0.3% 78
2023
Q4
$222K Buy
+5,691
New +$222K 0.03% 511
2023
Q3
Sell
-7,000
Closed -$255K 359
2023
Q2
$255K Sell
7,000
-1,396
-17% -$50.8K 0.12% 214
2023
Q1
$314K Buy
+8,396
New +$314K 0.18% 144