Cassaday & Co Wealth Management’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 | $324K | Hold |
5,195
| – | – | 0.01% | 256 |
|
|
2025
Q1 | $306K | Hold |
5,195
| – | – | 0.01% | 254 |
|
|
2024
Q4 | $257K | Sell |
5,195
-521
| -9% | -$25.8K | 0.01% | 275 |
|
|
2024
Q3 | $284K | Buy |
+5,716
| New | +$284K | 0.01% | 252 |
|
|
2023
Q3 | – | Sell |
-6,539
| Closed | -$238K | – | 272 |
|
|
2023
Q2 | $238K | Sell |
6,539
-203
| -3% | -$7.39K | 0.01% | 227 |
|
|
2023
Q1 | $252K | Buy |
+6,742
| New | +$252K | 0.01% | 224 |
|