Avidian Wealth Enterprises’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 | $958K | Buy |
15,358
+656
| +4% | +$40.9K | 0.04% | 206 |
|
|
2025
Q1 | $867K | Buy |
14,702
+1,828
| +14% | +$108K | 0.04% | 216 |
|
|
2024
Q4 | $637K | Buy |
12,874
+1,385
| +12% | +$68.6K | 0.03% | 253 |
|
|
2024
Q3 | $571K | Buy |
+11,489
| New | +$571K | 0.03% | 276 |
|
|
2023
Q2 | – | Sell |
-7,240
| Closed | -$271K | – | 445 |
|
|
2023
Q1 | $271K | Buy |
7,240
+278
| +4% | +$10.4K | 0.01% | 403 |
|
|
2022
Q4 | $241K | Buy |
6,962
+57
| +0.8% | +$1.97K | 0.02% | 398 |
|
|
2022
Q3 | $218K | Buy |
+6,905
| New | +$218K | 0.02% | 375 |
|
|
2021
Q2 | – | Sell |
-6,926
| Closed | -$225K | – | 385 |
|
|
2021
Q1 | $225K | Buy |
+6,926
| New | +$225K | 0.02% | 327 |
|