Centennial Wealth 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 | – | Sell |
-4,753
| Closed | -$280K | – | 159 |
|
|
2025
Q1 | $280K | Buy |
4,753
+13
| +0.3% | +$766 | 0.1% | 123 |
|
|
2024
Q4 | $235K | Buy |
4,740
+36
| +0.8% | +$1.78K | 0.09% | 129 |
|
|
2024
Q3 | $234K | Buy |
4,704
+39
| +0.8% | +$1.94K | 0.09% | 134 |
|
|
2024
Q2 | $205K | Buy |
+4,665
| New | +$205K | 0.09% | 136 |
|
|
2023
Q2 | – | Sell |
-5,474
| Closed | -$205K | – | 131 |
|
|
2023
Q1 | $205K | Buy |
+5,474
| New | +$205K | 0.11% | 120 |
|