BKM 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 | $478K | Buy |
7,670
+41
| +0.5% | +$2.56K | 0.19% | 107 |
|
|
2025
Q1 | $450K | Hold |
7,629
| – | – | 0.19% | 112 |
|
|
2024
Q4 | $378K | Sell |
7,629
-11,160
| -59% | -$553K | 0.16% | 119 |
|
|
2024
Q3 | $934K | Hold |
18,789
| – | – | 0.38% | 71 |
|
|
2024
Q2 | $825K | Buy |
18,789
+12,215
| +186% | +$537K | 0.4% | 76 |
|
|
2024
Q1 | $276K | Sell |
6,574
-100
| -1% | -$4.2K | 0.12% | 135 |
|
|
2023
Q4 | $260K | Buy |
+6,674
| New | +$260K | 0.11% | 141 |
|