Beacon Capital Management LLC (Tennessee)’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 | $46.8K | Buy |
750
+245
| +49% | +$15.3K | 0.01% | 343 |
|
|
2025
Q1 | $29.8K | Hold |
505
| – | – | ﹤0.01% | 403 |
|
|
2024
Q4 | $25K | Sell |
505
-7,895
| -94% | -$391K | ﹤0.01% | 428 |
|
|
2024
Q3 | $417K | Hold |
8,400
| – | – | 0.06% | 70 |
|
|
2024
Q2 | $369K | Buy |
8,400
+5,240
| +166% | +$230K | 0.07% | 65 |
|
|
2024
Q1 | $133K | Buy |
3,160
+2,655
| +526% | +$112K | 0.03% | 139 |
|
|
2023
Q4 | $17.7K | Hold |
505
| – | – | 0.01% | 410 |
|
|
2023
Q3 | $18.4K | Hold |
505
| – | – | ﹤0.01% | 422 |
|
|
2023
Q2 | $18.4K | Hold |
505
| – | – | ﹤0.01% | 422 |
|
|
2023
Q1 | $18.9K | Sell |
505
-64
| -11% | -$2.39K | 0.01% | 372 |
|
|
2022
Q4 | $19.7K | Sell |
569
-40
| -7% | -$1.38K | 0.01% | 377 |
|
|
2022
Q3 | $21K | Buy |
609
+104
| +21% | +$3.59K | 0.01% | 333 |
|
|
2022
Q2 | $19K | Hold |
505
| – | – | ﹤0.01% | 410 |
|
|
2022
Q1 | $19K | Buy |
+505
| New | +$19K | ﹤0.01% | 410 |
|