BlueChip Wealth Advisors’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 | $329K | Hold |
5,277
| – | – | 0.15% | 121 |
|
|
2025
Q1 | $311K | Sell |
5,277
-325
| -6% | -$19.2K | 0.15% | 118 |
|
|
2024
Q4 | $277K | Hold |
5,602
| – | – | 0.15% | 109 |
|
|
2024
Q3 | $278K | Hold |
5,602
| – | – | 0.15% | 123 |
|
|
2024
Q2 | $246K | Sell |
5,602
-300
| -5% | -$13.2K | 0.14% | 123 |
|
|
2024
Q1 | $248K | Buy |
5,902
+300
| +5% | +$12.6K | 0.16% | 107 |
|
|
2023
Q4 | $219K | Buy |
+5,602
| New | +$219K | 0.15% | 107 |
|