Centric 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 | $228K | Hold |
3,564
| – | – | 0.05% | 170 |
|
|
2025
Q1 | $210K | Buy |
+3,564
| New | +$210K | 0.06% | 163 |
|
|
2024
Q2 | – | Sell |
-5,160
| Closed | -$223K | – | 167 |
|
|
2024
Q1 | $223K | Buy |
+5,160
| New | +$223K | 0.07% | 149 |
|
|
2022
Q4 | – | Sell |
-46,456
| Closed | -$1.47M | – | 112 |
|
|
2022
Q3 | $1.47M | Buy |
46,456
+192
| +0.4% | +$6.06K | 0.58% | 43 |
|
|
2022
Q2 | $1.59M | Buy |
46,264
+2,720
| +6% | +$93.3K | 0.58% | 44 |
|
|
2022
Q1 | $1.6M | Buy |
+43,544
| New | +$1.6M | 0.51% | 49 |
|
|
2020
Q4 | – | Sell |
-67,521
| Closed | -$1.94M | – | 198 |
|
|
2020
Q3 | $1.94M | Sell |
67,521
-32,660
| -33% | -$936K | 1.46% | 6 |
|
|
2020
Q2 | $3.4M | Buy |
100,181
+32,660
| +48% | +$1.11M | 1.78% | 7 |
|
|
2020
Q1 | $1.94M | Sell |
67,521
-5,312
| -7% | -$152K | 1.46% | 6 |
|
|
2019
Q4 | $2.11M | Buy |
72,833
+5,312
| +8% | +$154K | 1.68% | 3 |
|
|
2019
Q3 | $1.94M | Sell |
67,521
-4,703
| -7% | -$135K | 1.46% | 6 |
|
|
2019
Q2 | $1.95M | Buy |
72,224
+8,969
| +14% | +$242K | 1.7% | 8 |
|
|
2019
Q1 | $1.57M | Buy |
63,255
+49,345
| +355% | +$1.22M | 1.45% | 11 |
|
|
2018
Q4 | $342K | Buy |
+13,910
| New | +$342K | 0.3% | 76 |
|