Baldwin Wealth Partners’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 | $18.6M | Sell |
298,243
-5,177
| -2% | -$323K | 1.26% | 22 |
|
|
2025
Q1 | $17.9M | Sell |
303,420
-4,695
| -2% | -$277K | 1.26% | 24 |
|
|
2024
Q4 | $15.3M | Sell |
308,115
-5,480
| -2% | -$271K | 1.05% | 28 |
|
|
2024
Q3 | $15.6M | Sell |
313,595
-5,845
| -2% | -$290K | 1.06% | 27 |
|
|
2024
Q2 | $14M | Sell |
319,440
-3,656
| -1% | -$161K | 1.09% | 26 |
|
|
2024
Q1 | $13.6M | Sell |
323,096
-3,865
| -1% | -$162K | 1.02% | 32 |
|
|
2023
Q4 | $12.8M | Sell |
326,961
-6,111
| -2% | -$239K | 1% | 33 |
|
|
2023
Q3 | $11.7M | Sell |
333,072
-8,497
| -2% | -$297K | 1% | 33 |
|
|
2023
Q2 | $12.4M | Sell |
341,569
-2,311
| -0.7% | -$84.1K | 1.02% | 29 |
|
|
2023
Q1 | $12.9M | Sell |
343,880
-18,204
| -5% | -$680K | 1.12% | 28 |
|
|
2022
Q4 | $12.5M | Buy |
362,084
+324,304
| +858% | +$11.2M | 1.14% | 29 |
|
|
2022
Q3 | $1.19M | Hold |
37,780
| – | – | 0.16% | 61 |
|
|
2022
Q2 | $1.3M | Buy |
+37,780
| New | +$1.3M | 0.17% | 64 |
|
|
2022
Q1 | – | Sell |
-37,780
| Closed | -$1.32M | – | 680 |
|
|
2021
Q4 | $1.32M | Buy |
37,780
+35,985
| +2,005% | +$1.25M | 0.13% | 70 |
|
|
2021
Q3 | $60K | Sell |
1,795
-35,985
| -95% | -$1.2M | 0.01% | 325 |
|
|
2021
Q2 | $1.27M | Hold |
37,780
| – | – | 0.14% | 69 |
|
|
2021
Q1 | $1.23M | Hold |
37,780
| – | – | 0.15% | 69 |
|
|
2020
Q4 | $1.37M | Buy |
37,780
+285
| +0.8% | +$10.3K | 0.17% | 68 |
|
|
2020
Q3 | $1.35M | Buy |
37,495
+342
| +0.9% | +$12.3K | 0.18% | 70 |
|
|
2020
Q2 | $1.26M | Buy |
37,153
+36,235
| +3,947% | +$1.23M | 0.19% | 70 |
|
|
2020
Q1 | $28K | Hold |
918
| – | – | ﹤0.01% | 343 |
|
|
2019
Q4 | $27K | Hold |
918
| – | – | ﹤0.01% | 381 |
|
|
2019
Q3 | $26K | Hold |
918
| – | – | ﹤0.01% | 377 |
|
|
2019
Q2 | $25K | Hold |
918
| – | – | ﹤0.01% | 376 |
|
|
2019
Q1 | $23K | Hold |
918
| – | – | ﹤0.01% | 381 |
|
|
2018
Q4 | $23K | Hold |
918
| – | – | ﹤0.01% | 369 |
|
|
2018
Q3 | $21K | Hold |
918
| – | – | ﹤0.01% | 399 |
|
|
2018
Q2 | $22K | Hold |
918
| – | – | ﹤0.01% | 393 |
|
|
2018
Q1 | $23K | Hold |
918
| – | – | ﹤0.01% | 369 |
|
|
2017
Q4 | $23K | Buy |
918
+480
| +110% | +$12K | ﹤0.01% | 357 |
|
|
2017
Q3 | $11K | Buy |
+438
| New | +$11K | ﹤0.01% | 406 |
|