Avestar Capital’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 | $6.05M | Buy |
97,021
+4,374
| +5% | +$273K | 0.41% | 41 |
|
|
2025
Q1 | $5.46M | Buy |
92,647
+2,020
| +2% | +$119K | 0.47% | 39 |
|
|
2024
Q4 | $4.49M | Buy |
90,627
+37,821
| +72% | +$1.87M | 0.38% | 52 |
|
|
2024
Q3 | $2.62M | Sell |
52,806
-3,639
| -6% | -$181K | 0.27% | 61 |
|
|
2024
Q2 | $2.48M | Hold |
56,445
| – | – | 0.25% | 64 |
|
|
2024
Q1 | $2.37M | Hold |
56,445
| – | – | 0.25% | 67 |
|
|
2023
Q4 | $2.2M | Hold |
56,445
| – | – | 0.25% | 55 |
|
|
2023
Q3 | $1.98M | Buy |
+56,445
| New | +$1.98M | 0.28% | 58 |
|