Creative Financial Designs’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
$80.2K Sell
1,286
-23
-2% -$1.43K 0.01% 725
2025
Q1
$77.2K Sell
1,309
-158
-11% -$9.32K 0.01% 694
2024
Q4
$72.6K Sell
1,467
-20
-1% -$990 0.01% 679
2024
Q3
$73.9K Sell
1,487
-41
-3% -$2.04K 0.01% 666
2024
Q2
$67.1K Buy
1,528
+80
+6% +$3.51K 0.01% 675
2024
Q1
$60.8K Sell
1,448
-12
-0.8% -$504 0.01% 678
2023
Q4
$57K Buy
1,460
+12
+0.8% +$468 0.01% 649
2023
Q3
$50.7K Hold
1,448
0.01% 633
2023
Q2
$52.7K Sell
1,448
-49
-3% -$1.78K 0.01% 625
2023
Q1
$55.9K Sell
1,497
-2,568
-63% -$96K 0.01% 572
2022
Q4
$141K Buy
4,065
+192
+5% +$6.64K 0.02% 382
2022
Q3
$122K Sell
3,873
-314
-7% -$9.89K 0.02% 388
2022
Q2
$144K Buy
4,187
+19
+0.5% +$653 0.02% 355
2022
Q1
$154K Buy
4,168
+230
+6% +$8.5K 0.02% 356
2021
Q4
$137K Buy
3,938
+1,639
+71% +$57K 0.02% 378
2021
Q3
$77K Sell
2,299
-300
-12% -$10K 0.01% 503
2021
Q2
$88K Sell
2,599
-216
-8% -$7.31K 0.02% 462
2021
Q1
$92K Buy
2,815
+1,149
+69% +$37.6K 0.02% 434
2020
Q4
$60K Buy
1,666
+1,416
+566% +$51K 0.01% 470
2020
Q3
$9K Buy
+250
New +$9K ﹤0.01% 821
2020
Q1
Sell
-313
Closed -$9K 547
2019
Q4
$9K Hold
313
﹤0.01% 412
2019
Q3
$9K Hold
313
﹤0.01% 420
2019
Q2
$8K Hold
313
﹤0.01% 421
2019
Q1
$8K Hold
313
﹤0.01% 407
2018
Q4
$8K Hold
313
0.01% 392
2018
Q3
$7K Hold
313
﹤0.01% 471
2018
Q2
$8K Buy
+313
New +$8K ﹤0.01% 490