Blue Investment 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 | $5.37M | Buy |
86,111
+2,419
| +3% | +$151K | 1.88% | 18 |
|
|
2025
Q1 | $4.93M | Buy |
83,692
+1,989
| +2% | +$117K | 1.86% | 20 |
|
|
2024
Q4 | $4.05M | Buy |
81,703
+2,754
| +3% | +$136K | 1.48% | 21 |
|
|
2024
Q3 | $3.92M | Buy |
78,949
+476
| +0.6% | +$23.7K | 1.62% | 21 |
|
|
2024
Q2 | $3.45M | Buy |
78,473
+451
| +0.6% | +$19.8K | 1.56% | 22 |
|
|
2024
Q1 | $3.28M | Buy |
78,022
+588
| +0.8% | +$24.7K | 1.71% | 21 |
|
|
2023
Q4 | $3.02M | Buy |
77,434
+2,582
| +3% | +$101K | 1.97% | 15 |
|
|
2023
Q3 | $2.62M | Buy |
74,852
+3,038
| +4% | +$106K | 2.08% | 15 |
|
|
2023
Q2 | $2.61M | Buy |
71,814
+13,135
| +22% | +$478K | 1.99% | 13 |
|
|
2023
Q1 | $2.19M | Buy |
58,679
+11,159
| +23% | +$417K | 2.21% | 13 |
|
|
2022
Q4 | $1.64M | Buy |
+47,520
| New | +$1.64M | 2.04% | 14 |
|