Bull Oak Capital’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 | $6M | Buy |
+96,172
| New | +$6M | 2.73% | 10 |
|
|
2024
Q4 | – | Sell |
-1,592
| Closed | -$79.1K | – | 53 |
|
|
2024
Q3 | $79.1K | Buy |
+1,592
| New | +$79.1K | 0.05% | 41 |
|
|
2022
Q3 | – | Sell |
-62,103
| Closed | -$2.13M | – | 23 |
|
|
2022
Q2 | $2.13M | Buy |
+62,103
| New | +$2.13M | 1.97% | 11 |
|