Cary Street Partners 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 | $117K | Sell |
1,876
-844
| -31% | -$52.6K | 0.06% | 309 |
|
|
2025
Q1 | $160K | Buy |
2,720
+1,512
| +125% | +$89.1K | 0.09% | 247 |
|
|
2024
Q4 | $59.8K | Sell |
1,208
-3,337
| -73% | -$165K | 0.04% | 301 |
|
|
2024
Q3 | $226K | Sell |
4,545
-51
| -1% | -$2.54K | 0.01% | 697 |
|
|
2024
Q2 | $202K | Sell |
4,596
-588
| -11% | -$25.8K | 0.01% | 716 |
|
|
2024
Q1 | $218K | Sell |
5,184
-644
| -11% | -$27.1K | 0.01% | 648 |
|
|
2023
Q4 | $227K | Sell |
5,828
-58
| -1% | -$2.26K | 0.01% | 584 |
|
|
2023
Q3 | $206K | Buy |
5,886
+1,592
| +37% | +$55.7K | 0.01% | 547 |
|
|
2023
Q2 | $156K | Sell |
4,294
-207
| -5% | -$7.53K | 0.01% | 570 |
|
|
2023
Q1 | $168K | Sell |
4,501
-7
| -0.2% | -$262 | 0.01% | 504 |
|
|
2022
Q4 | $156K | Buy |
+4,508
| New | +$156K | 0.01% | 510 |
|
|
2020
Q4 | – | Sell |
-3,314
| Closed | -$119K | – | 578 |
|
|
2020
Q3 | $119K | Buy |
+3,314
| New | +$119K | 0.03% | 347 |
|