Bedel Financial Consulting’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 | $236K | Buy |
3,786
+350
| +10% | +$21.8K | 0.03% | 243 |
|
|
2025
Q1 | $222K | Buy |
+3,436
| New | +$222K | 0.03% | 243 |
|
|
2022
Q2 | – | Sell |
-1,072
| Closed | -$39K | – | 491 |
|
|
2022
Q1 | $39K | Hold |
1,072
| – | – | 0.01% | 432 |
|
|
2021
Q4 | $37K | Hold |
1,072
| – | – | 0.01% | 455 |
|
|
2021
Q3 | $36K | Sell |
1,072
-24
| -2% | -$806 | 0.01% | 432 |
|
|
2021
Q2 | $37K | Buy |
1,096
+257
| +31% | +$8.68K | 0.01% | 429 |
|
|
2021
Q1 | $27K | Hold |
839
| – | – | 0.01% | 461 |
|
|
2020
Q4 | $30K | Hold |
839
| – | – | 0.01% | 388 |
|
|
2020
Q3 | $30K | Sell |
839
-150
| -15% | -$5.36K | 0.02% | 369 |
|
|
2020
Q2 | $34K | Buy |
989
+25
| +3% | +$859 | 0.02% | 328 |
|
|
2020
Q1 | $29K | Hold |
964
| – | – | 0.02% | 336 |
|
|
2019
Q4 | $28K | Hold |
964
| – | – | 0.02% | 370 |
|
|
2019
Q3 | $27K | Hold |
964
| – | – | 0.02% | 364 |
|
|
2019
Q2 | $26K | Hold |
964
| – | – | 0.02% | 370 |
|
|
2019
Q1 | $24K | Hold |
964
| – | – | 0.02% | 370 |
|
|
2018
Q4 | $24K | Buy |
964
+142
| +17% | +$3.54K | 0.02% | 345 |
|
|
2018
Q3 | $19K | Buy |
822
+6
| +0.7% | +$139 | 0.01% | 384 |
|
|
2018
Q2 | $20K | Buy |
816
+94
| +13% | +$2.3K | 0.01% | 380 |
|
|
2018
Q1 | $18K | Buy |
+722
| New | +$18K | 0.01% | 397 |
|