Black Diamond Financial’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 | $601K | Hold |
9,644
| – | – | 0.09% | 81 |
|
|
2025
Q1 | $569K | Hold |
9,644
| – | – | 0.09% | 85 |
|
|
2024
Q4 | $477K | Buy |
9,644
+60
| +0.6% | +$2.97K | 0.07% | 92 |
|
|
2024
Q3 | $476K | Hold |
9,584
| – | – | 0.08% | 85 |
|
|
2024
Q2 | $421K | Sell |
9,584
-1,880
| -16% | -$82.6K | 0.08% | 91 |
|
|
2024
Q1 | $447K | Hold |
11,464
| – | – | 0.12% | 75 |
|
|
2023
Q4 | $447K | Hold |
11,464
| – | – | 0.12% | 75 |
|
|
2023
Q3 | $401K | Hold |
11,464
| – | – | 0.12% | 72 |
|
|
2023
Q2 | $417K | Sell |
11,464
-830
| -7% | -$30.2K | 0.12% | 72 |
|
|
2023
Q1 | $459K | Buy |
12,294
+230
| +2% | +$8.6K | 0.15% | 66 |
|
|
2022
Q4 | $417K | Hold |
12,064
| – | – | 0.15% | 66 |
|
|
2022
Q3 | $380K | Sell |
12,064
-14
| -0.1% | -$441 | 0.15% | 68 |
|
|
2022
Q2 | $414K | Buy |
12,078
+164
| +1% | +$5.62K | 0.16% | 66 |
|
|
2022
Q1 | $439K | Hold |
11,914
| – | – | 0.14% | 70 |
|
|
2021
Q4 | $415K | Hold |
11,914
| – | – | 0.14% | 63 |
|
|
2021
Q3 | $398K | Buy |
11,914
+871
| +8% | +$29.1K | 0.19% | 50 |
|
|
2021
Q2 | $372K | Buy |
11,043
+899
| +9% | +$30.3K | 0.15% | 58 |
|
|
2021
Q1 | $330K | Buy |
10,144
+851
| +9% | +$27.7K | 0.14% | 57 |
|
|
2020
Q4 | $337K | Buy |
9,293
+822
| +10% | +$29.8K | 0.15% | 57 |
|
|
2020
Q3 | $305K | Buy |
+8,471
| New | +$305K | 0.17% | 54 |
|