Avantax Planning Partners’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 | $320K | Buy |
+5,131
| New | +$320K | 0.01% | 342 |
|
|
2018
Q4 | – | Sell |
-2,264
| Closed | -$52K | – | 696 |
|
|
2018
Q3 | $52K | Buy |
+2,264
| New | +$52K | ﹤0.01% | 477 |
|
|
2018
Q2 | – | Sell |
-3,014
| Closed | -$77K | – | 783 |
|
|
2018
Q1 | $77K | Buy |
+3,014
| New | +$77K | 0.01% | 449 |
|
|
2017
Q4 | – | Sell |
-10,939
| Closed | -$269K | – | 327 |
|
|
2017
Q3 | $269K | Buy |
10,939
+2,918
| +36% | +$71.8K | 0.02% | 298 |
|
|
2017
Q2 | $192K | Hold |
8,021
| – | – | 0.02% | 327 |
|
|
2017
Q1 | $193K | Buy |
8,021
+1,592
| +25% | +$38.3K | 0.02% | 316 |
|
|
2016
Q4 | $142K | Buy |
+6,429
| New | +$142K | 0.02% | 304 |
|