Cascade Financial Partners’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 | $997K | Sell |
15,992
-500
| -3% | -$31.2K | 0.12% | 109 |
|
|
2025
Q1 | $972K | Sell |
16,492
-450
| -3% | -$26.5K | 0.12% | 104 |
|
|
2024
Q4 | $839K | Sell |
16,942
-1,150
| -6% | -$56.9K | 0.11% | 111 |
|
|
2024
Q3 | $939K | Buy |
18,092
+150
| +0.8% | +$7.79K | 0.12% | 101 |
|
|
2024
Q2 | $788K | Hold |
17,942
| – | – | 0.1% | 112 |
|
|
2024
Q1 | $795K | Buy |
+17,942
| New | +$795K | 0.11% | 112 |
|