Austin Private Wealth’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 | $621K | Sell |
9,959
-6,374
| -39% | -$397K | 0.05% | 157 |
|
|
2025
Q1 | $963K | Sell |
16,333
-8,819
| -35% | -$520K | 0.09% | 102 |
|
|
2024
Q4 | $1.25M | Sell |
25,152
-3,438
| -12% | -$170K | 0.12% | 74 |
|
|
2024
Q3 | $1.42M | Buy |
28,590
+511
| +2% | +$25.4K | 0.14% | 54 |
|
|
2024
Q2 | $1.23M | Sell |
28,079
-2,053
| -7% | -$90.2K | 0.13% | 66 |
|
|
2024
Q1 | $1.31M | Sell |
30,132
-4,585
| -13% | -$199K | 0.15% | 63 |
|
|
2023
Q4 | $1.35M | Sell |
34,717
-2,103
| -6% | -$82.1K | 0.17% | 54 |
|
|
2023
Q3 | $1.29M | Sell |
36,820
-990
| -3% | -$34.6K | 0.19% | 49 |
|
|
2023
Q2 | $1.38M | Sell |
37,810
-3,588
| -9% | -$131K | 0.2% | 45 |
|
|
2023
Q1 | $1.55M | Sell |
41,398
-598
| -1% | -$22.3K | 0.25% | 39 |
|
|
2022
Q4 | $1.45M | Sell |
41,996
-4,010
| -9% | -$139K | 0.25% | 43 |
|
|
2022
Q3 | $1.45M | Sell |
46,006
-5,052
| -10% | -$159K | 0.3% | 39 |
|
|
2022
Q2 | $1.75M | Sell |
51,058
-9,081
| -15% | -$312K | 0.39% | 36 |
|
|
2022
Q1 | $2.22M | Sell |
60,139
-144
| -0.2% | -$5.3K | 0.44% | 31 |
|
|
2021
Q4 | $2.1M | Sell |
60,283
-310
| -0.5% | -$10.8K | 0.42% | 35 |
|
|
2021
Q3 | $2.02M | Buy |
60,593
+5,001
| +9% | +$167K | 0.43% | 33 |
|
|
2021
Q2 | $1.87M | Sell |
55,592
-3,237
| -6% | -$109K | 0.43% | 32 |
|
|
2021
Q1 | $1.91M | Buy |
58,829
+3,036
| +5% | +$98.7K | 0.5% | 28 |
|
|
2020
Q4 | $2.02M | Sell |
55,793
-2,539
| -4% | -$92.1K | 0.59% | 26 |
|
|
2020
Q3 | $2.1M | Buy |
+58,332
| New | +$2.1M | 0.78% | 23 |
|