Cape Investment Advisory’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 | $182K | Sell |
2,922
-292
| -9% | -$18.2K | 0.07% | 193 |
|
|
2025
Q1 | $189K | Buy |
3,214
+828
| +35% | +$48.8K | 0.08% | 183 |
|
|
2024
Q4 | $118K | Buy |
2,386
+2,031
| +572% | +$101K | 0.05% | 223 |
|
|
2024
Q3 | $17.6K | Hold |
355
| – | – | 0.01% | 479 |
|
|
2024
Q2 | $15.6K | Hold |
355
| – | – | 0.01% | 456 |
|
|
2024
Q1 | $14.9K | Hold |
355
| – | – | 0.01% | 477 |
|
|
2023
Q4 | $13.9K | Sell |
355
-100
| -22% | -$3.9K | 0.01% | 599 |
|
|
2023
Q3 | $15.9K | Hold |
455
| – | – | 0.01% | 480 |
|
|
2023
Q2 | $16.6K | Sell |
455
-57
| -11% | -$2.07K | 0.01% | 471 |
|
|
2023
Q1 | $19.1K | Buy |
+512
| New | +$19.1K | 0.01% | 430 |
|