Atria Wealth Solutions’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 | $12.4M | Sell |
199,582
-263,452
| -57% | -$16.4M | 0.28% | 78 |
|
|
2025
Q1 | $27.3M | Buy |
463,034
+68,501
| +17% | +$4.04M | 0.33% | 58 |
|
|
2024
Q4 | $19.5M | Buy |
394,533
+22,634
| +6% | +$1.12M | 0.21% | 97 |
|
|
2024
Q3 | $18.5M | Sell |
371,899
-3,004
| -0.8% | -$149K | 0.2% | 107 |
|
|
2024
Q2 | $16.5M | Sell |
374,903
-13,669
| -4% | -$600K | 0.18% | 116 |
|
|
2024
Q1 | $16.3M | Buy |
388,572
+5,444
| +1% | +$229K | 0.18% | 114 |
|
|
2023
Q4 | $15M | Buy |
383,128
+9,541
| +3% | +$372K | 0.19% | 114 |
|
|
2023
Q3 | $13.1M | Sell |
373,587
-137,072
| -27% | -$4.8M | 0.18% | 119 |
|
|
2023
Q2 | $18.6M | Buy |
510,659
+141,455
| +38% | +$5.15M | 0.25% | 86 |
|
|
2023
Q1 | $13.8M | Buy |
369,204
+5,144
| +1% | +$192K | 0.2% | 106 |
|
|
2022
Q4 | $12.6M | Sell |
364,060
-29,302
| -7% | -$1.01M | 0.2% | 111 |
|
|
2022
Q3 | $12.4M | Buy |
393,362
+28,817
| +8% | +$909K | 0.21% | 103 |
|
|
2022
Q2 | $12.5M | Buy |
364,545
+72,353
| +25% | +$2.48M | 0.23% | 91 |
|
|
2022
Q1 | $10.8M | Buy |
+292,192
| New | +$10.8M | 0.18% | 124 |
|