Clearstead Trust’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 | $1.87M | Buy |
30,048
+576
| +2% | +$35.9K | 0.35% | 48 |
|
|
2025
Q1 | $1.74M | Buy |
29,472
+8
| +0% | +$472 | 0.39% | 45 |
|
|
2024
Q4 | $1.46M | Buy |
29,464
+301
| +1% | +$14.9K | 0.32% | 50 |
|
|
2024
Q3 | $1.45M | Buy |
29,163
+317
| +1% | +$15.8K | 0.35% | 45 |
|
|
2024
Q2 | $1.27M | Hold |
28,846
| – | – | 0.32% | 49 |
|
|
2024
Q1 | $1.21M | Buy |
28,846
+194
| +0.7% | +$8.15K | 0.32% | 52 |
|
|
2023
Q4 | $1.12M | Buy |
28,652
+220
| +0.8% | +$8.59K | 0.31% | 53 |
|
|
2023
Q3 | $995K | Buy |
28,432
+834
| +3% | +$29.2K | 0.33% | 57 |
|
|
2023
Q2 | $1.01M | Buy |
27,598
+119
| +0.4% | +$4.34K | 0.32% | 57 |
|
|
2023
Q1 | $1.03M | Buy |
27,479
+230
| +0.8% | +$8.6K | 0.33% | 59 |
|
|
2022
Q4 | $942K | Sell |
27,249
-166
| -0.6% | -$5.74K | 0.31% | 57 |
|
|
2022
Q3 | $864K | Buy |
27,415
+27,127
| +9,419% | +$855K | 0.3% | 57 |
|
|
2022
Q2 | $10K | Buy |
+288
| New | +$10K | 0.01% | 151 |
|