Bruce G. Allen Investments’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 | $129K | Sell |
2,076
-155
| -7% | -$9.67K | 0.1% | 120 |
|
|
2025
Q1 | $132K | Sell |
2,231
-275
| -11% | -$16.2K | 0.1% | 116 |
|
|
2024
Q4 | $124K | Sell |
2,506
-137
| -5% | -$6.78K | 0.1% | 123 |
|
|
2024
Q3 | $131K | Sell |
2,643
-66
| -2% | -$3.28K | 0.1% | 128 |
|
|
2024
Q2 | $119K | Hold |
2,709
| – | – | 0.1% | 130 |
|
|
2024
Q1 | $114K | Hold |
2,709
| – | – | 0.09% | 140 |
|
|
2023
Q4 | $106K | Buy |
+2,709
| New | +$106K | 0.1% | 142 |
|