Beam Wealth 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 | $1.12M | Hold |
17,989
| – | – | 0.33% | 62 |
|
|
2025
Q1 | $1.06M | Buy |
17,989
+1,214
| +7% | +$71.6K | 0.36% | 61 |
|
|
2024
Q4 | $831K | Buy |
16,775
+597
| +4% | +$29.6K | 0.26% | 73 |
|
|
2024
Q3 | $804K | Buy |
16,178
+3,274
| +25% | +$163K | 0.24% | 74 |
|
|
2024
Q2 | $567K | Buy |
+12,904
| New | +$567K | 0.19% | 83 |
|
|
2020
Q3 | – | Sell |
-5,352
| Closed | -$183K | – | 138 |
|
|
2020
Q2 | $183K | Sell |
5,352
-920
| -15% | -$31.5K | 0.18% | 125 |
|
|
2020
Q1 | $189K | Buy |
6,272
+216
| +4% | +$6.51K | 0.19% | 133 |
|
|
2019
Q4 | $176K | Buy |
+6,056
| New | +$176K | 0.16% | 142 |
|