Blossom 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 | $1.35M | Buy |
21,715
+665
| +3% | +$41.5K | 2.4% | 10 |
|
|
2025
Q1 | $1.24M | Sell |
21,050
-934
| -4% | -$55.1K | 2.5% | 9 |
|
|
2024
Q4 | $1.09M | Sell |
21,984
-2,786
| -11% | -$138K | 2.09% | 12 |
|
|
2024
Q3 | $1.23M | Buy |
24,770
+1,032
| +4% | +$51.3K | 2.48% | 9 |
|
|
2024
Q2 | $1.04M | Buy |
23,738
+2,223
| +10% | +$97.7K | 2.27% | 9 |
|
|
2024
Q1 | $904K | Buy |
21,515
+208
| +1% | +$8.74K | 2.18% | 10 |
|
|
2023
Q4 | $832K | Buy |
21,307
+742
| +4% | +$29K | 2.24% | 10 |
|
|
2023
Q3 | $720K | Buy |
20,565
+330
| +2% | +$11.5K | 2.3% | 10 |
|
|
2023
Q2 | $736K | Buy |
20,235
+10,991
| +119% | +$400K | 2.7% | 9 |
|
|
2023
Q1 | $345K | Buy |
9,244
+213
| +2% | +$7.96K | 1.41% | 28 |
|
|
2022
Q4 | $312K | Buy |
9,031
+66
| +0.7% | +$2.28K | 1.51% | 31 |
|
|
2022
Q3 | $283K | Sell |
8,965
-9
| -0.1% | -$284 | 1.59% | 29 |
|
|
2022
Q2 | $308K | Buy |
8,974
+188
| +2% | +$6.45K | 1.56% | 29 |
|
|
2022
Q1 | $324K | Sell |
8,786
-119
| -1% | -$4.39K | 1.46% | 29 |
|
|
2021
Q4 | $310K | Buy |
+8,905
| New | +$310K | 1.53% | 26 |
|