CoreCap Advisors’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 | $925K | Sell |
14,837
-2,331
| -14% | -$145K | 0.04% | 366 |
|
|
2025
Q1 | $1.01M | Buy |
17,168
+5,774
| +51% | +$340K | 0.04% | 330 |
|
|
2024
Q4 | $564K | Buy |
11,394
+1,910
| +20% | +$94.6K | 0.03% | 443 |
|
|
2024
Q3 | $471K | Buy |
+9,484
| New | +$471K | 0.02% | 471 |
|
|
2024
Q2 | – | Sell |
-10,527
| Closed | -$442K | – | 2060 |
|
|
2024
Q1 | $442K | Buy |
+10,527
| New | +$442K | 0.02% | 419 |
|
|
2022
Q4 | $384K | Buy |
11,097
+2,827
| +34% | +$97.8K | 0.03% | 401 |
|
|
2022
Q3 | $261K | Buy |
8,270
+358
| +5% | +$11.3K | 0.02% | 436 |
|
|
2022
Q2 | $271K | Buy |
7,912
+939
| +13% | +$32.2K | 0.02% | 446 |
|
|
2022
Q1 | $257K | Buy |
6,973
+4,739
| +212% | +$175K | 0.02% | 445 |
|
|
2021
Q4 | $78K | Buy |
+2,234
| New | +$78K | 0.01% | 848 |
|