Caitlin John’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
Q1
Sell
-2,889
Closed -$143K 417
2024
Q4
$143K Hold
2,889
0.09% 144
2024
Q3
$140K Hold
2,889
0.09% 152
2024
Q2
$127K Sell
2,889
-180
-6% -$7.91K 0.09% 145
2024
Q1
$129K Sell
3,069
-104
-3% -$4.37K 0.1% 139
2023
Q4
$124K Buy
+3,173
New +$124K 0.1% 133