Claro Advisors’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 | $1.54M | Sell |
24,718
-3,828
| -13% | -$239K | 0.25% | 83 |
|
|
2025
Q1 | $1.68M | Buy |
28,546
+13,719
| +93% | +$809K | 0.23% | 79 |
|
|
2024
Q4 | $734K | Buy |
+14,827
| New | +$734K | 0.1% | 188 |
|
|
2021
Q2 | – | Sell |
-5,491
| Closed | -$179K | – | 240 |
|
|
2021
Q1 | $179K | Sell |
5,491
-1,475
| -21% | -$48.1K | 0.09% | 207 |
|
|
2020
Q4 | $253K | Buy |
6,966
+749
| +12% | +$27.2K | 0.13% | 170 |
|
|
2020
Q3 | $224K | Buy |
+6,217
| New | +$224K | 0.14% | 170 |
|
|
2019
Q1 | – | Sell |
-1,500
| Closed | -$34K | – | 503 |
|
|
2018
Q4 | $34K | Buy |
+1,500
| New | +$34K | 0.03% | 421 |
|