Beaird Harris 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 | $188K | Hold |
3,014
| – | – | 0.01% | 133 |
|
|
2025
Q1 | $178K | Hold |
3,014
| – | – | 0.02% | 129 |
|
|
2024
Q4 | $149K | Hold |
3,014
| – | – | 0.01% | 143 |
|
|
2024
Q3 | $150K | Hold |
3,014
| – | – | 0.01% | 149 |
|
|
2024
Q2 | $132K | Hold |
3,014
| – | – | 0.01% | 147 |
|
|
2024
Q1 | $127K | Buy |
3,014
+625
| +26% | +$26.3K | 0.01% | 141 |
|
|
2023
Q4 | $93.2K | Sell |
2,389
-1,430
| -37% | -$55.8K | 0.01% | 147 |
|
|
2023
Q3 | $134K | Buy |
3,819
+548
| +17% | +$19.2K | 0.02% | 115 |
|
|
2023
Q2 | $119K | Buy |
3,271
+46
| +1% | +$1.67K | 0.01% | 128 |
|
|
2023
Q1 | $121K | Hold |
3,225
| – | – | 0.02% | 119 |
|
|
2022
Q4 | $112K | Sell |
3,225
-350
| -10% | -$12.1K | 0.02% | 125 |
|
|
2022
Q3 | $113K | Buy |
3,575
+656
| +22% | +$20.7K | 0.02% | 106 |
|
|
2022
Q2 | $100K | Buy |
2,919
+1,430
| +96% | +$49K | 0.03% | 95 |
|
|
2022
Q1 | $55K | Hold |
1,489
| – | – | 0.02% | 180 |
|
|
2021
Q4 | $52K | Buy |
+1,489
| New | +$52K | 0.02% | 229 |
|