Atticus 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 | $93.5K | Hold |
1,500
| – | – | 0.03% | 249 |
|
|
2025
Q1 | $88.4K | Hold |
1,500
| – | – | 0.03% | 176 |
|
|
2024
Q4 | $74.3K | Hold |
1,500
| – | – | 0.02% | 195 |
|
|
2024
Q3 | $74.6K | Hold |
1,500
| – | – | 0.02% | 201 |
|
|
2024
Q2 | $65.9K | Hold |
1,500
| – | – | 0.02% | 207 |
|
|
2024
Q1 | $63K | Hold |
1,500
| – | – | 0.02% | 219 |
|
|
2023
Q4 | $58.5K | Hold |
1,500
| – | – | 0.02% | 229 |
|
|
2023
Q3 | $52.5K | Hold |
1,500
| – | – | 0.02% | 241 |
|
|
2023
Q2 | $54.6K | Hold |
1,500
| – | – | 0.02% | 254 |
|
|
2023
Q1 | $56.1K | Hold |
1,500
| – | – | 0.02% | 241 |
|
|
2022
Q4 | $51.9K | Hold |
1,500
| – | – | 0.02% | 247 |
|
|
2022
Q3 | $51K | Hold |
1,500
| – | – | 0.02% | 227 |
|
|
2022
Q2 | $51K | Hold |
1,500
| – | – | 0.02% | 247 |
|
|
2022
Q1 | $55K | Hold |
1,500
| – | – | 0.02% | 236 |
|
|
2021
Q4 | $52K | Hold |
1,500
| – | – | 0.02% | 222 |
|
|
2021
Q3 | $50K | Sell |
1,500
-500
| -25% | -$16.7K | 0.02% | 233 |
|
|
2021
Q2 | $67K | Hold |
2,000
| – | – | 0.03% | 203 |
|
|
2021
Q1 | $65K | Hold |
2,000
| – | – | 0.03% | 191 |
|
|
2020
Q4 | $73K | Hold |
2,000
| – | – | 0.04% | 177 |
|
|
2020
Q3 | $72K | Hold |
2,000
| – | – | 0.04% | 155 |
|
|
2020
Q2 | $68K | Hold |
2,000
| – | – | 0.04% | 152 |
|
|
2020
Q1 | $60K | Hold |
2,000
| – | – | 0.05% | 161 |
|
|
2019
Q4 | $58K | Buy |
+2,000
| New | +$58K | 0.04% | 168 |
|