Avondale 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 | $84.1K | Sell |
1,349
-259
| -16% | -$16.2K | 0.05% | 81 |
|
|
2025
Q1 | $94.8K | Hold |
1,608
| – | – | 0.06% | 69 |
|
|
2024
Q4 | $79.6K | Hold |
1,608
| – | – | 0.05% | 70 |
|
|
2024
Q3 | $79.9K | Hold |
1,608
| – | – | 0.05% | 65 |
|
|
2024
Q2 | $70.6K | Hold |
1,608
| – | – | 0.05% | 74 |
|
|
2024
Q1 | $67.6K | Hold |
1,608
| – | – | 0.05% | 77 |
|
|
2023
Q4 | $62.8K | Hold |
1,608
| – | – | 0.05% | 72 |
|
|
2023
Q3 | $56.3K | Buy |
+1,608
| New | +$56.3K | 0.05% | 73 |
|
|
2018
Q1 | – | Sell |
-1,850
| Closed | -$46K | – | 113 |
|
|
2017
Q4 | $46K | Buy |
+1,850
| New | +$46K | 0.04% | 44 |
|