Authentikos Wealth Advisory’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
Q1 | – | Sell |
-20,168
| Closed | -$999K | – | 71 |
|
|
2024
Q4 | $999K | Sell |
20,168
-1,204
| -6% | -$59.6K | 0.99% | 28 |
|
|
2024
Q3 | $1.06M | Buy |
21,372
+3,858
| +22% | +$192K | 1.02% | 28 |
|
|
2024
Q2 | $769K | Buy |
17,514
+4,398
| +34% | +$193K | 0.74% | 24 |
|
|
2024
Q1 | $551K | Sell |
13,116
-1,010
| -7% | -$42.4K | 0.55% | 38 |
|
|
2023
Q4 | $551K | Sell |
14,126
-6,468
| -31% | -$252K | 0.58% | 38 |
|
|
2023
Q3 | $721K | Sell |
20,594
-996
| -5% | -$34.9K | 0.7% | 32 |
|
|
2023
Q2 | $786K | Buy |
+21,590
| New | +$786K | 0.74% | 31 |
|