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 |
|