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