Center for Financial Planning’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 | $53K | Hold |
850
| – | – | 0.01% | 291 |
|
|
2025
Q1 | $50.1K | Hold |
850
| – | – | 0.01% | 276 |
|
|
2024
Q4 | $42.1K | Hold |
850
| – | – | 0.01% | 285 |
|
|
2024
Q3 | $42.2K | Hold |
850
| – | – | 0.01% | 274 |
|
|
2024
Q2 | $37.3K | Hold |
850
| – | – | 0.01% | 270 |
|
|
2024
Q1 | $35.7K | Hold |
850
| – | – | 0.01% | 278 |
|
|
2023
Q4 | $33.2K | Sell |
850
-69
| -8% | -$2.69K | 0.01% | 264 |
|
|
2023
Q3 | $32.2K | Buy |
919
+67
| +8% | +$2.34K | 0.01% | 255 |
|
|
2023
Q2 | $31K | Hold |
852
| – | – | 0.01% | 278 |
|
|
2023
Q1 | $31.8K | Hold |
852
| – | – | 0.01% | 258 |
|
|
2022
Q4 | $29.5K | Hold |
852
| – | – | 0.01% | 263 |
|
|
2022
Q3 | $27K | Hold |
852
| – | – | 0.01% | 267 |
|
|
2022
Q2 | $29K | Hold |
852
| – | – | 0.01% | 261 |
|
|
2022
Q1 | $31K | Sell |
852
-448
| -34% | -$16.3K | 0.01% | 266 |
|
|
2021
Q4 | $45K | Hold |
1,300
| – | – | 0.01% | 240 |
|
|
2021
Q3 | $43K | Hold |
1,300
| – | – | 0.01% | 238 |
|
|
2021
Q2 | $44K | Hold |
1,300
| – | – | 0.01% | 235 |
|
|
2021
Q1 | $42K | Hold |
1,300
| – | – | 0.01% | 230 |
|
|
2020
Q4 | $47K | Hold |
1,300
| – | – | 0.01% | 206 |
|
|
2020
Q3 | $47K | Hold |
1,300
| – | – | 0.02% | 191 |
|
|
2020
Q2 | $44K | Hold |
1,300
| – | – | 0.02% | 195 |
|
|
2020
Q1 | $39K | Hold |
1,300
| – | – | 0.01% | 192 |
|
|
2019
Q4 | $38K | Buy |
+1,300
| New | +$38K | 0.01% | 212 |
|