Burkett Financial Services’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 | $120K | Hold |
1,920
| – | – | 0.04% | 63 |
|
|
2025
Q1 | $113K | Hold |
1,920
| – | – | 0.05% | 62 |
|
|
2024
Q4 | $95.1K | Hold |
1,920
| – | – | 0.04% | 66 |
|
|
2024
Q3 | $95.4K | Buy |
1,920
+105
| +6% | +$5.22K | 0.04% | 61 |
|
|
2024
Q2 | $79.7K | Hold |
1,815
| – | – | 0.04% | 61 |
|
|
2024
Q1 | $76.2K | Hold |
1,815
| – | – | 0.04% | 69 |
|
|
2023
Q4 | $70.8K | Buy |
+1,815
| New | +$70.8K | 0.04% | 73 |
|