Bridgewealth Advisory Group’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 | $1.99M | Buy |
31,931
+17,136
| +116% | +$1.07M | 0.51% | 32 |
|
|
2025
Q1 | $872K | Sell |
14,795
-18,284
| -55% | -$1.08M | 1.15% | 28 |
|
|
2024
Q4 | $1.83M | Buy |
33,079
+8,366
| +34% | +$462K | 0.52% | 36 |
|
|
2024
Q3 | $1.23M | Buy |
24,713
+339
| +1% | +$16.8K | 0.45% | 36 |
|
|
2024
Q2 | $1.07M | Buy |
24,374
+1,630
| +7% | +$71.6K | 0.47% | 35 |
|
|
2024
Q1 | $955K | Sell |
22,744
-9,985
| -31% | -$419K | 0.47% | 35 |
|
|
2023
Q4 | $1.28M | Buy |
32,729
+537
| +2% | +$21K | 0.98% | 26 |
|
|
2023
Q3 | $1.13M | Sell |
32,192
-1,160
| -3% | -$40.6K | 1.38% | 17 |
|
|
2023
Q2 | $1.21M | Buy |
33,352
+891
| +3% | +$32.4K | 1.97% | 12 |
|
|
2023
Q1 | $1.21M | Buy |
32,461
+2,430
| +8% | +$90.8K | 2.24% | 11 |
|
|
2022
Q4 | $1.04M | Buy |
+30,031
| New | +$1.04M | 2.04% | 11 |
|