Clear Creek Financial 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 | $5.53M | Buy |
88,640
+74,933
| +547% | +$4.67M | 0.53% | 38 |
|
2025
Q1 | $808K | Buy |
13,707
+714
| +5% | +$42.1K | 0.08% | 223 |
|
2024
Q4 | $643K | Buy |
12,993
+32
| +0.2% | +$1.58K | 0.07% | 252 |
|
2024
Q3 | $644K | Sell |
12,961
-464
| -3% | -$23.1K | 0.07% | 223 |
|
2024
Q2 | $590K | Buy |
13,425
+200
| +2% | +$8.79K | 0.07% | 230 |
|
2024
Q1 | $556K | Buy |
13,225
+579
| +5% | +$24.3K | 0.07% | 226 |
|
2023
Q4 | $494K | Buy |
+12,646
| New | +$494K | 0.08% | 198 |
|