Bleakley Financial Group’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 | $1.62M | Buy |
25,948
+5,099
| +24% | +$318K | 0.04% | 307 |
|
|
2025
Q1 | $1.23M | Buy |
20,849
+1,938
| +10% | +$114K | 0.04% | 310 |
|
|
2024
Q4 | $936K | Sell |
18,911
-61
| -0.3% | -$3.02K | 0.03% | 434 |
|
|
2024
Q3 | $943K | Buy |
18,972
+6,221
| +49% | +$309K | 0.03% | 418 |
|
|
2024
Q2 | $560K | Buy |
12,751
+315
| +3% | +$13.8K | 0.02% | 576 |
|
|
2024
Q1 | $522K | Sell |
12,436
-1,448
| -10% | -$60.8K | 0.02% | 603 |
|
|
2023
Q4 | $542K | Buy |
13,884
+323
| +2% | +$12.6K | 0.02% | 566 |
|
|
2023
Q3 | $474K | Sell |
13,561
-1,645
| -11% | -$57.6K | 0.02% | 554 |
|
|
2023
Q2 | $553K | Sell |
15,206
-264
| -2% | -$9.61K | 0.02% | 559 |
|
|
2023
Q1 | $578K | Sell |
15,470
-2,546
| -14% | -$95.1K | 0.02% | 532 |
|
|
2022
Q4 | $623K | Buy |
+18,016
| New | +$623K | 0.02% | 493 |
|