Avaii 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 | $7.96M | Buy |
127,720
+110,022
| +622% | +$6.86M | 3.54% | 8 |
|
|
2025
Q1 | $1.04M | Sell |
17,698
-109
| -0.6% | -$6.43K | 0.56% | 25 |
|
|
2024
Q4 | $882K | Buy |
17,807
+2,993
| +20% | +$148K | 0.43% | 32 |
|
|
2024
Q3 | $736K | Buy |
14,814
+249
| +2% | +$12.4K | 0.37% | 38 |
|
|
2024
Q2 | $640K | Buy |
14,565
+128
| +0.9% | +$5.62K | 0.35% | 49 |
|
|
2024
Q1 | $606K | Sell |
14,437
-2,602
| -15% | -$109K | 0.36% | 50 |
|
|
2023
Q4 | $665K | Buy |
17,039
+1,400
| +9% | +$54.6K | 0.43% | 51 |
|
|
2023
Q3 | $547K | Sell |
15,639
-286
| -2% | -$10K | 0.41% | 53 |
|
|
2023
Q2 | $579K | Buy |
15,925
+715
| +5% | +$26K | 0.45% | 52 |
|
|
2023
Q1 | $568K | Sell |
15,210
-4,964
| -25% | -$185K | 0.5% | 47 |
|
|
2022
Q4 | $698K | Sell |
20,174
-2,179
| -10% | -$75.4K | 0.62% | 34 |
|
|
2022
Q3 | $705K | Sell |
22,353
-2,037
| -8% | -$64.2K | 0.73% | 31 |
|
|
2022
Q2 | $837K | Buy |
24,390
+112
| +0.5% | +$3.84K | 0.9% | 18 |
|
|
2022
Q1 | $894K | Sell |
24,278
-933
| -4% | -$34.4K | 0.83% | 18 |
|
|
2021
Q4 | $878K | Buy |
+25,211
| New | +$878K | 0.88% | 19 |
|