Avion Wealth’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 | $54K | Hold |
869
| – | – | 0.01% | 194 |
|
|
2025
Q1 | $43K | Hold |
869
| – | – | 0.01% | 207 |
|
|
2024
Q4 | $43K | Hold |
869
| – | – | 0.01% | 206 |
|
|
2024
Q3 | $43K | Hold |
869
| – | – | 0.01% | 178 |
|
|
2024
Q2 | $38K | Hold |
869
| – | – | 0.01% | 177 |
|
|
2024
Q1 | $37K | Hold |
869
| – | – | 0.01% | 182 |
|
|
2023
Q4 | $34K | Hold |
869
| – | – | 0.01% | 178 |
|
|
2023
Q3 | $30K | Buy |
869
+11
| +1% | +$380 | 0.01% | 181 |
|
|
2023
Q2 | $31K | Hold |
858
| – | – | 0.01% | 191 |
|
|
2023
Q1 | $29K | Hold |
858
| – | – | 0.01% | 187 |
|
|
2022
Q4 | $27K | Hold |
858
| – | – | 0.01% | 189 |
|
|
2022
Q3 | $27K | Buy |
858
+18
| +2% | +$566 | 0.01% | 189 |
|
|
2022
Q2 | $29K | Buy |
+840
| New | +$29K | 0.01% | 177 |
|