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Clarity Financial’s iShares Gold Trust IAU Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$531K Buy
8,520
+1,213
+17% +$75.6K 0.06% 63
2025
Q1
$431K Sell
7,307
-837
-10% -$49.4K 0.05% 68
2024
Q4
$403K Buy
8,144
+281
+4% +$13.9K 0.05% 79
2024
Q3
$391K Sell
7,863
-2,778
-26% -$138K 0.05% 95
2024
Q2
$467K Sell
10,641
-2,771
-21% -$122K 0.07% 72
2024
Q1
$563K Buy
13,412
+143
+1% +$6.01K 0.09% 66
2023
Q4
$518K Sell
13,269
-6,191
-32% -$242K 0.09% 61
2023
Q3
$681K Buy
19,460
+13,013
+202% +$455K 0.11% 58
2023
Q2
$235K Buy
+6,447
New +$235K 0.03% 104
2023
Q1
Sell
-38,933
Closed -$1.35M 58
2022
Q4
$1.35M Sell
38,933
-254,298
-87% -$8.8M 0.26% 39
2022
Q3
$9.25M Sell
293,231
-413,771
-59% -$13M 2.16% 10
2022
Q2
$24.3M Buy
707,002
+384,746
+119% +$13.2M 5.26% 3
2022
Q1
$11.9M Buy
+322,256
New +$11.9M 2.4% 9
2021
Q3
Sell
-95,742
Closed -$3.23M 105
2021
Q2
$3.23M Buy
95,742
+62,213
+186% +$2.1M 0.62% 42
2021
Q1
$545K Sell
33,529
-621,899
-95% -$10.1M 0.11% 75
2020
Q4
$11.9M Buy
+655,428
New +$11.9M 2.84% 8