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 |
|