Betterment LLC’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 | $607K | Buy |
9,726
+436
| +5% | +$27.2K | ﹤0.01% | 328 |
|
|
2025
Q1 | $548K | Sell |
9,290
-1,731
| -16% | -$102K | ﹤0.01% | 327 |
|
|
2024
Q4 | $546K | Buy |
11,021
+199
| +2% | +$9.86K | ﹤0.01% | 312 |
|
|
2024
Q3 | $538K | Sell |
10,822
-890
| -8% | -$44.2K | ﹤0.01% | 302 |
|
|
2024
Q2 | $515K | Buy |
11,712
+1,222
| +12% | +$53.7K | ﹤0.01% | 282 |
|
|
2024
Q1 | $441K | Buy |
10,490
+1,445
| +16% | +$60.7K | ﹤0.01% | 272 |
|
|
2023
Q4 | $353K | Buy |
9,045
+966
| +12% | +$37.7K | ﹤0.01% | 261 |
|
|
2023
Q3 | $283K | Buy |
8,079
+526
| +7% | +$18.4K | ﹤0.01% | 263 |
|
|
2023
Q2 | $275K | Buy |
+7,553
| New | +$275K | ﹤0.01% | 256 |
|
|
2020
Q3 | – | Sell |
-6,601
| Closed | -$224K | – | 114 |
|
|
2020
Q2 | $224K | Buy |
+6,601
| New | +$224K | ﹤0.01% | 113 |
|