Chemistry 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 | $21.3M | Buy |
341,290
+11,983
| +4% | +$747K | 4.57% | 3 |
|
2025
Q1 | $19.4M | Buy |
329,307
+27,721
| +9% | +$1.63M | 4.52% | 4 |
|
2024
Q4 | $14.9M | Buy |
301,586
+2,464
| +0.8% | +$122K | 3.5% | 6 |
|
2024
Q3 | $14.9M | Buy |
299,122
+1,293
| +0.4% | +$64.3K | 3.52% | 5 |
|
2024
Q2 | $13.1M | Buy |
297,829
+6,138
| +2% | +$270K | 3.38% | 5 |
|
2024
Q1 | $12.3M | Buy |
291,691
+7,155
| +3% | +$301K | 3.3% | 5 |
|
2023
Q4 | $11.1M | Buy |
284,536
+1,945
| +0.7% | +$75.9K | 3.35% | 5 |
|
2023
Q3 | $9.89M | Buy |
282,591
+303
| +0.1% | +$10.6K | 3.27% | 6 |
|
2023
Q2 | $10.3M | Buy |
282,288
+1,173
| +0.4% | +$42.7K | 3.34% | 6 |
|
2023
Q1 | $10.5M | Buy |
281,115
+5,704
| +2% | +$213K | 3.65% | 6 |
|
2022
Q4 | $9.53M | Sell |
275,411
-1,288
| -0.5% | -$44.6K | 3.71% | 5 |
|
2022
Q3 | $8.72M | Buy |
276,699
+6,315
| +2% | +$199K | 3.45% | 7 |
|
2022
Q2 | $9.28M | Buy |
270,384
+11,167
| +4% | +$383K | 3.55% | 7 |
|
2022
Q1 | $9.55M | Buy |
+259,217
| New | +$9.55M | 3.28% | 7 |
|