Baron Silver Stevens Financial Advisors’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 | $255K | Buy |
+4,090
| New | +$255K | 0.04% | 116 |
|
|
2022
Q1 | – | Sell |
-9,930
| Closed | -$345K | – | 96 |
|
|
2021
Q4 | $345K | Hold |
9,930
| – | – | 0.08% | 61 |
|
|
2021
Q3 | $331K | Hold |
9,930
| – | – | 0.09% | 58 |
|
|
2021
Q2 | $334K | Sell |
9,930
-413
| -4% | -$13.9K | 0.09% | 59 |
|
|
2021
Q1 | $336K | Sell |
10,343
-1,897
| -15% | -$61.6K | 0.18% | 35 |
|
|
2020
Q4 | $443K | Buy |
+12,240
| New | +$443K | 0.15% | 39 |
|