Cardiff Park Advisors’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 | $1.61M | Buy |
25,849
+4,132
| +19% | +$258K | 0.14% | 78 |
|
|
2025
Q1 | $1.28M | Buy |
21,717
+4,475
| +26% | +$264K | 0.12% | 85 |
|
|
2024
Q4 | $854K | Sell |
17,242
-1,148
| -6% | -$56.8K | 0.08% | 115 |
|
|
2024
Q3 | $914K | Hold |
18,390
| – | – | 0.08% | 106 |
|
|
2024
Q2 | $808K | Hold |
18,390
| – | – | 0.08% | 115 |
|
|
2024
Q1 | $773K | Hold |
18,390
| – | – | 0.07% | 120 |
|
|
2023
Q4 | $718K | Hold |
18,390
| – | – | 0.08% | 120 |
|
|
2023
Q3 | $643K | Sell |
18,390
-505
| -3% | -$17.7K | 0.08% | 120 |
|
|
2023
Q2 | $688K | Hold |
18,895
| – | – | 0.08% | 113 |
|
|
2023
Q1 | $706K | Buy |
18,895
+272
| +1% | +$10.2K | 0.09% | 109 |
|
|
2022
Q4 | $644K | Buy |
18,623
+901
| +5% | +$31.2K | 0.09% | 117 |
|
|
2022
Q3 | $559K | Sell |
17,722
-1,717
| -9% | -$54.2K | 0.09% | 127 |
|
|
2022
Q2 | $667K | Sell |
19,439
-4,738
| -20% | -$163K | 0.1% | 109 |
|
|
2022
Q1 | $890K | Buy |
24,177
+2,136
| +10% | +$78.6K | 0.13% | 81 |
|
|
2021
Q4 | $767K | Buy |
+22,041
| New | +$767K | 0.1% | 102 |
|