Clay Northam 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 | $378K | Sell |
6,065
-23
| -0.4% | -$1.43K | 0.24% | 56 |
|
|
2025
Q1 | $359K | Buy |
6,088
+1
| +0% | +$59 | 0.25% | 55 |
|
|
2024
Q4 | $301K | Sell |
6,087
-75
| -1% | -$3.71K | 0.19% | 62 |
|
|
2024
Q3 | $306K | Buy |
6,162
+14
| +0.2% | +$696 | 0.21% | 58 |
|
|
2024
Q2 | $270K | Hold |
6,148
| – | – | 0.2% | 61 |
|
|
2024
Q1 | $258K | Sell |
6,148
-211
| -3% | -$8.86K | 0.21% | 67 |
|
|
2023
Q4 | $248K | Buy |
+6,359
| New | +$248K | 0.22% | 68 |
|
|
2023
Q3 | – | Sell |
-5,711
| Closed | -$208K | – | 80 |
|
|
2023
Q2 | $208K | Hold |
5,711
| – | – | 0.2% | 72 |
|
|
2023
Q1 | $213K | Buy |
+5,711
| New | +$213K | 0.22% | 71 |
|
|
2022
Q4 | – | Sell |
-7,131
| Closed | -$225K | – | 80 |
|
|
2022
Q3 | $225K | Hold |
7,131
| – | – | 0.28% | 67 |
|
|
2022
Q2 | $245K | Buy |
+7,131
| New | +$245K | 0.31% | 63 |
|