Bright Financial Advisors’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 | $1.14M | Hold |
18,286
| – | – | 0.63% | 26 |
|
|
2025
Q1 | $1.08M | Hold |
18,286
| – | – | 0.66% | 25 |
|
|
2024
Q4 | $905K | Sell |
18,286
-426
| -2% | -$21.1K | 0.57% | 25 |
|
|
2024
Q3 | $930K | Sell |
18,712
-315
| -2% | -$15.7K | 0.59% | 25 |
|
|
2024
Q2 | $836K | Buy |
19,027
+49
| +0.3% | +$2.15K | 0.59% | 25 |
|
|
2024
Q1 | $833K | Buy |
+18,978
| New | +$833K | 0.62% | 23 |
|