Briaud Financial Planning’s iShares Gold Trust IAU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $6.33M | Sell |
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|
2025
Q2 | $5.55M | Sell |
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|
2025
Q1 | $6.3M | Sell |
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|
2024
Q4 | $5.33M | Buy |
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|
2024
Q3 | $5.31M | Sell |
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|
2024
Q2 | $4.7M | Sell |
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|
2024
Q1 | $5.06M | Sell |
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|
2023
Q4 | $4.7M | Sell |
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|
2023
Q3 | $4.22M | Sell |
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|
2023
Q2 | $4.4M | Sell |
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|
2023
Q1 | $4.54M | Sell |
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|
2022
Q4 | $4.42M | Sell |
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|
2022
Q3 | $4M | Sell |
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|
2022
Q2 | $4.4M | Hold |
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|
2022
Q1 | $4.72M | Sell |
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|
2021
Q4 | $4.47M | Buy |
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|
2021
Q3 | $4.17M | Buy |
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|
2021
Q2 | $4.14M | Sell |
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|
2021
Q1 | $4.04M | Buy |
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|
2020
Q4 | $4.53K | Sell |
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|
2020
Q3 | $4.56M | Sell |
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|
2020
Q2 | $4.33M | Hold |
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|
2020
Q1 | $3.84M | Sell |
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|
2019
Q4 | $4.46M | Buy |
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