Briaud Financial Planning’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 | $5.55M | Sell |
88,965
-17,881
| -17% | -$1.11M | 2.19% | 5 |
|
|
2025
Q1 | $6.3M | Sell |
106,846
-826
| -0.8% | -$48.7K | 2.5% | 5 |
|
|
2024
Q4 | $5.33M | Buy |
107,672
+768
| +0.7% | +$38K | 2.17% | 5 |
|
|
2024
Q3 | $5.31M | Sell |
106,904
-1
| -0% | -$50 | 2.74% | 5 |
|
|
2024
Q2 | $4.7M | Sell |
106,905
-13,485
| -11% | -$592K | 2.71% | 5 |
|
|
2024
Q1 | $5.06M | Sell |
120,390
-145
| -0.1% | -$6.09K | 2.87% | 5 |
|
|
2023
Q4 | $4.7M | Sell |
120,535
-187
| -0.2% | -$7.3K | 4.01% | 4 |
|
|
2023
Q3 | $4.22M | Sell |
120,722
-272
| -0.2% | -$9.52K | 3.42% | 5 |
|
|
2023
Q2 | $4.4M | Sell |
120,994
-534
| -0.4% | -$19.4K | 4.16% | 4 |
|
|
2023
Q1 | $4.54M | Sell |
121,528
-6,390
| -5% | -$239K | 4.3% | 4 |
|
|
2022
Q4 | $4.42M | Sell |
127,918
-210
| -0.2% | -$7.26K | 3.58% | 4 |
|
|
2022
Q3 | $4M | Sell |
128,128
-50
| -0% | -$1.56K | 3.56% | 4 |
|
|
2022
Q2 | $4.4M | Hold |
128,178
| – | – | 2.88% | 6 |
|
|
2022
Q1 | $4.72M | Sell |
128,178
-247
| -0.2% | -$9.1K | 2.71% | 7 |
|
|
2021
Q4 | $4.47M | Buy |
128,425
+3,500
| +3% | +$122K | 2.43% | 7 |
|
|
2021
Q3 | $4.17M | Buy |
124,925
+2,027
| +2% | +$67.7K | 2.74% | 5 |
|
|
2021
Q2 | $4.14M | Sell |
122,898
-1,329
| -1% | -$44.8K | 2.76% | 6 |
|
|
2021
Q1 | $4.04M | Buy |
124,227
+124,218
| +1,380,200% | +$4.04M | 2.97% | 4 |
|
|
2020
Q4 | $4.53K | Sell |
9
-126,732
| -100% | -$63.7M | 2.89% | 5 |
|
|
2020
Q3 | $4.56M | Sell |
126,741
-639
| -0.5% | -$23K | 3.3% | 3 |
|
|
2020
Q2 | $4.33M | Hold |
127,380
| – | – | 3.31% | 3 |
|
|
2020
Q1 | $3.84M | Sell |
127,380
-26,589
| -17% | -$801K | 5.51% | 2 |
|
|
2019
Q4 | $4.47M | Buy |
+153,969
| New | +$4.47M | 4.54% | 3 |
|