Congress 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 | $410K | Sell |
6,581
-26,286
| -80% | -$1.64M | ﹤0.01% | 983 |
|
|
2025
Q1 | $1.93M | Buy |
32,867
+8,048
| +32% | +$472K | 0.02% | 502 |
|
|
2024
Q4 | $1.23M | Sell |
24,819
-749
| -3% | -$37.1K | 0.02% | 493 |
|
|
2024
Q3 | $1.27M | Sell |
25,568
-2,763
| -10% | -$137K | 0.02% | 482 |
|
|
2024
Q2 | $1.24M | Sell |
28,331
-15,484
| -35% | -$680K | 0.02% | 400 |
|
|
2024
Q1 | $1.84M | Buy |
43,815
+11,520
| +36% | +$484K | 0.03% | 325 |
|
|
2023
Q4 | $1.26M | Sell |
32,295
-1,143
| -3% | -$44.6K | 0.02% | 368 |
|
|
2023
Q3 | $1.17M | Sell |
33,438
-504
| -1% | -$17.6K | 0.02% | 357 |
|
|
2023
Q2 | $1.24M | Sell |
33,942
-5,135
| -13% | -$187K | 0.03% | 320 |
|
|
2023
Q1 | $1.46M | Sell |
39,077
-2,454
| -6% | -$91.7K | 0.04% | 302 |
|
|
2022
Q4 | $1.44M | Sell |
41,531
-68,551
| -62% | -$2.37M | 0.04% | 301 |
|
|
2022
Q3 | $3.47M | Buy |
110,082
+103,156
| +1,489% | +$3.25M | 0.09% | 214 |
|
|
2022
Q2 | $238K | Hold |
6,926
| – | – | 0.01% | 512 |
|
|
2022
Q1 | $255K | Buy |
6,926
+879
| +15% | +$32.4K | 0.01% | 539 |
|
|
2021
Q4 | $210K | Buy |
+6,047
| New | +$210K | ﹤0.01% | 583 |
|