Bogart Wealth LLC’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 | $685K | Sell |
10,983
-29
| -0.3% | -$1.81K | 0.03% | 143 |
|
|
2025
Q1 | $649K | Buy |
11,012
+200
| +2% | +$11.8K | 0.03% | 141 |
|
|
2024
Q4 | $535K | Hold |
10,812
| – | – | 0.03% | 147 |
|
|
2024
Q3 | $537K | Hold |
10,812
| – | – | 0.03% | 147 |
|
|
2024
Q2 | $475K | Buy |
10,812
+25
| +0.2% | +$1.1K | 0.02% | 151 |
|
|
2024
Q1 | $453K | Buy |
10,787
+3,000
| +39% | +$126K | 0.02% | 146 |
|
|
2023
Q4 | $304K | Buy |
7,787
+150
| +2% | +$5.86K | 0.02% | 177 |
|
|
2023
Q3 | $267K | Hold |
7,637
| – | – | 0.02% | 179 |
|
|
2023
Q2 | $278K | Sell |
7,637
-2
| -0% | -$73 | 0.02% | 178 |
|
|
2023
Q1 | $285K | Buy |
7,639
+366
| +5% | +$13.7K | 0.02% | 162 |
|
|
2022
Q4 | $252K | Hold |
7,273
| – | – | 0.02% | 166 |
|
|
2022
Q3 | $229K | Buy |
7,273
+7,271
| +363,550% | +$229K | 0.02% | 161 |
|
|
2022
Q2 | $0 | Hold |
2
| – | – | ﹤0.01% | 943 |
|
|
2022
Q1 | $0 | Sell |
2
-7
| -78% | – | ﹤0.01% | 818 |
|
|
2021
Q4 | $0 | Buy |
9
+7
| +350% | – | ﹤0.01% | 794 |
|
|
2021
Q3 | $0 | Buy |
+2
| New | – | ﹤0.01% | 748 |
|
|
2020
Q4 | – | Sell |
-40
| Closed | -$1K | – | 510 |
|
|
2020
Q3 | $1K | Hold |
40
| – | – | ﹤0.01% | 410 |
|
|
2020
Q2 | $1K | Hold |
40
| – | – | ﹤0.01% | 417 |
|
|
2020
Q1 | $1K | Buy |
+40
| New | +$1K | ﹤0.01% | 393 |
|