Blue Chip Partners’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 | $647K | Buy |
10,375
+4,710
| +83% | +$294K | 0.05% | 93 |
|
|
2025
Q1 | $334K | Sell |
5,665
-27
| -0.5% | -$1.59K | 0.03% | 122 |
|
|
2024
Q4 | $282K | Buy |
5,692
+27
| +0.5% | +$1.34K | 0.02% | 130 |
|
|
2024
Q3 | $282K | Hold |
5,665
| – | – | 0.02% | 119 |
|
|
2024
Q2 | $249K | Hold |
5,665
| – | – | 0.02% | 122 |
|
|
2024
Q1 | $238K | Hold |
5,665
| – | – | 0.02% | 122 |
|
|
2023
Q4 | $221K | Hold |
5,665
| – | – | 0.02% | 130 |
|
|
2023
Q3 | $198K | Hold |
5,665
| – | – | 0.02% | 135 |
|
|
2023
Q2 | $206K | Hold |
5,665
| – | – | 0.02% | 140 |
|
|
2023
Q1 | $212K | Hold |
5,665
| – | – | 0.03% | 133 |
|
|
2022
Q4 | $196K | Buy |
+5,665
| New | +$196K | 0.02% | 136 |
|