Carolinas Wealth Consulting’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 | – | Sell |
-6,000
| Closed | -$354K | – | 423 |
|
|
2025
Q1 | $354K | Hold |
6,000
| – | – | 0.08% | 126 |
|
|
2024
Q4 | $297K | Buy |
6,000
+1,500
| +33% | +$74.3K | 0.06% | 148 |
|
|
2024
Q3 | $224K | Buy |
4,500
+1,000
| +29% | +$49.7K | 0.04% | 173 |
|
|
2024
Q2 | $154K | Buy |
3,500
+500
| +17% | +$22K | 0.03% | 205 |
|
|
2024
Q1 | $126K | Hold |
3,000
| – | – | 0.02% | 230 |
|
|
2023
Q4 | $117K | Hold |
3,000
| – | – | 0.03% | 217 |
|
|
2023
Q3 | $113K | Hold |
3,000
| – | – | 0.03% | 203 |
|
|
2023
Q2 | $109K | Hold |
3,000
| – | – | 0.02% | 248 |
|
|
2023
Q1 | $112K | Hold |
3,000
| – | – | 0.02% | 252 |
|
|
2022
Q4 | $104K | Hold |
3,000
| – | – | 0.02% | 258 |
|
|
2022
Q3 | $95K | Hold |
3,000
| – | – | 0.02% | 250 |
|
|
2022
Q2 | $103K | Hold |
3,000
| – | – | 0.03% | 242 |
|
|
2022
Q1 | $110K | Hold |
3,000
| – | – | 0.02% | 247 |
|
|
2021
Q4 | $104K | Hold |
3,000
| – | – | 0.02% | 256 |
|
|
2021
Q3 | $100K | Hold |
3,000
| – | – | 0.02% | 245 |
|
|
2021
Q2 | $101K | Hold |
3,000
| – | – | 0.02% | 259 |
|
|
2021
Q1 | $98K | Hold |
3,000
| – | – | 0.02% | 260 |
|
|
2020
Q4 | $109K | Buy |
+3,000
| New | +$109K | 0.03% | 219 |
|