Bradley & Co Private 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 | $1.43M | Hold |
22,983
| – | – | 0.88% | 19 |
|
|
2025
Q1 | $1.36M | Buy |
22,983
+3,105
| +16% | +$183K | 0.93% | 19 |
|
|
2024
Q4 | $984K | Buy |
+19,878
| New | +$984K | 0.61% | 18 |
|
|
2024
Q2 | $873K | Hold |
19,878
| – | – | 0.65% | 18 |
|
|
2024
Q1 | $835K | Sell |
19,878
-54
| -0.3% | -$2.27K | 0.68% | 20 |
|
|
2023
Q4 | $778K | Buy |
19,932
+54
| +0.3% | +$2.11K | 0.72% | 17 |
|
|
2023
Q3 | $696K | Hold |
19,878
| – | – | 0.73% | 18 |
|
|
2023
Q2 | $723K | Hold |
19,878
| – | – | 0.72% | 18 |
|
|
2023
Q1 | $743K | Hold |
19,878
| – | – | 0.81% | 17 |
|
|
2022
Q4 | $688K | Hold |
19,878
| – | – | 0.84% | 19 |
|
|
2022
Q3 | $627K | Hold |
19,878
| – | – | 0.75% | 20 |
|
|
2022
Q2 | $682K | Hold |
19,878
| – | – | 0.75% | 25 |
|
|
2022
Q1 | $732K | Hold |
19,878
| – | – | 0.63% | 27 |
|
|
2021
Q4 | $692K | Hold |
19,878
| – | – | 0.55% | 28 |
|
|
2021
Q3 | $664K | Hold |
19,878
| – | – | 0.57% | 29 |
|
|
2021
Q2 | $670K | Hold |
19,878
| – | – | 0.58% | 27 |
|
|
2021
Q1 | $646K | Buy |
+19,878
| New | +$646K | 0.6% | 29 |
|