Concord Wealth Partners’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 | $1.93K | Hold |
31
| – | – | ﹤0.01% | 721 |
|
|
2025
Q1 | $1.83K | Hold |
31
| – | – | ﹤0.01% | 682 |
|
|
2024
Q4 | $1.54K | Sell |
31
-113
| -78% | -$5.6K | ﹤0.01% | 737 |
|
|
2024
Q3 | $7.16K | Hold |
144
| – | – | ﹤0.01% | 589 |
|
|
2024
Q2 | $6.33K | Hold |
144
| – | – | ﹤0.01% | 552 |
|
|
2024
Q1 | $6.05K | Hold |
144
| – | – | ﹤0.01% | 632 |
|
|
2023
Q4 | $5.62K | Sell |
144
-1,917
| -93% | -$74.8K | ﹤0.01% | 627 |
|
|
2023
Q3 | $72.1K | Sell |
2,061
-11
| -0.5% | -$385 | 0.02% | 325 |
|
|
2023
Q2 | $75.4K | Buy |
2,072
+144
| +7% | +$5.24K | 0.02% | 305 |
|
|
2023
Q1 | $72K | Buy |
1,928
+198
| +11% | +$7.4K | 0.02% | 293 |
|
|
2022
Q4 | $59.8K | Buy |
+1,730
| New | +$59.8K | 0.02% | 342 |
|
|
2022
Q3 | – | Sell |
-331
| Closed | -$11K | – | 594 |
|
|
2022
Q2 | $11K | Hold |
331
| – | – | ﹤0.01% | 669 |
|
|
2022
Q1 | $12K | Buy |
331
+144
| +77% | +$5.22K | ﹤0.01% | 735 |
|
|
2021
Q4 | $7K | Buy |
+187
| New | +$7K | ﹤0.01% | 871 |
|
|
2021
Q3 | – | Sell |
-610
| Closed | -$21K | – | 957 |
|
|
2021
Q2 | $21K | Sell |
610
-1,944
| -76% | -$66.9K | 0.01% | 489 |
|
|
2021
Q1 | $83K | Sell |
2,554
-30,495
| -92% | -$991K | 0.03% | 247 |
|
|
2020
Q4 | $1.2M | Buy |
+33,049
| New | +$1.2M | 0.92% | 16 |
|