Cornerstone 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 | $241K | Buy |
3,873
+168
| +5% | +$10.5K | 0.01% | 571 |
|
|
2025
Q1 | $218K | Buy |
+3,705
| New | +$218K | 0.01% | 561 |
|
|
2019
Q3 | – | Sell |
-43,077
| Closed | -$1.16M | – | 351 |
|
|
2019
Q2 | $1.16M | Sell |
43,077
-2,699
| -6% | -$72.7K | 0.21% | 103 |
|
|
2019
Q1 | $1.97M | Buy |
45,776
+549
| +1% | +$23.6K | 0.24% | 106 |
|
|
2018
Q4 | $1.11M | Sell |
45,227
-82,895
| -65% | -$2.03M | 0.24% | 87 |
|
|
2018
Q3 | $20.7M | Buy |
128,122
+52,745
| +70% | +$8.54M | 0.26% | 92 |
|
|
2018
Q2 | $12.7M | Buy |
75,377
+67,085
| +809% | +$11.3M | 0.14% | 152 |
|
|
2018
Q1 | $212K | Sell |
8,292
-2,075
| -20% | -$53.1K | 0.04% | 351 |
|
|
2017
Q4 | $264K | Sell |
10,367
-7
| -0.1% | -$178 | 0.05% | 329 |
|
|
2017
Q3 | $254K | Sell |
10,374
-725
| -7% | -$17.8K | 0.05% | 310 |
|
|
2017
Q2 | $260K | Sell |
11,099
-168
| -1% | -$3.94K | 0.06% | 306 |
|
|
2017
Q1 | $272K | Sell |
11,267
-507
| -4% | -$12.2K | 0.07% | 265 |
|
|
2016
Q4 | $262K | Sell |
11,774
-876
| -7% | -$19.5K | 0.08% | 228 |
|
|
2016
Q3 | $310K | Buy |
+12,650
| New | +$310K | 0.11% | 183 |
|