B.O.S.S. Retirement Advisors’s iShares Gold Trust Micro IAUM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.11M | Sell |
33,544
-9,392
| -22% | -$310K | 0.28% | 72 |
|
|
2025
Q1 | $1.34M | Sell |
42,936
-1,440
| -3% | -$44.9K | 0.39% | 54 |
|
|
2024
Q4 | $1.16M | Buy |
+44,376
| New | +$1.16M | 0.32% | 68 |
|
|
2024
Q1 | – | Sell |
-99,791
| Closed | -$2.06M | – | 172 |
|
|
2023
Q4 | $2.06M | Sell |
99,791
-824
| -0.8% | -$17K | 0.4% | 80 |
|
|
2023
Q3 | $1.86M | Buy |
100,615
+20,098
| +25% | +$371K | 0.4% | 83 |
|
|
2023
Q2 | $1.54M | Sell |
80,517
-1,733
| -2% | -$33.2K | 0.33% | 120 |
|
|
2023
Q1 | $1.62M | Buy |
82,250
+10,109
| +14% | +$199K | 0.38% | 109 |
|
|
2022
Q4 | $1.31M | Buy |
+72,141
| New | +$1.31M | 0.34% | 121 |
|