Centurion 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 | $1.67M | Buy |
26,755
+8,269
| +45% | +$516K | 0.48% | 53 |
|
|
2025
Q1 | $915K | Hold |
18,486
| – | – | 0.29% | 65 |
|
|
2024
Q4 | $915K | Buy |
18,486
+9,061
| +96% | +$449K | 0.29% | 65 |
|
|
2024
Q3 | $468K | Buy |
+9,425
| New | +$468K | 0.15% | 107 |
|
|
2024
Q1 | $297K | Hold |
7,060
| – | – | 0.12% | 128 |
|
|
2023
Q4 | $276K | Buy |
7,060
+674
| +11% | +$26.3K | 0.12% | 130 |
|
|
2023
Q3 | $223K | Sell |
6,386
-958
| -13% | -$33.5K | 0.11% | 135 |
|
|
2023
Q2 | $267K | Buy |
7,344
+1,859
| +34% | +$67.6K | 0.13% | 119 |
|
|
2023
Q1 | $205K | Buy |
+5,485
| New | +$205K | 0.1% | 140 |
|