CreativeOne Wealth’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 | $16.2M | Sell |
259,911
-3,354
| -1% | -$209K | 0.42% | 47 |
|
|
2025
Q1 | $15.5M | Buy |
263,265
+112,911
| +75% | +$6.66M | 0.46% | 44 |
|
|
2024
Q4 | $7.44M | Buy |
150,354
+113,139
| +304% | +$5.6M | 0.23% | 87 |
|
|
2024
Q3 | $1.85M | Buy |
37,215
+7,358
| +25% | +$366K | 0.06% | 286 |
|
|
2024
Q2 | $1.31M | Buy |
29,857
+888
| +3% | +$39K | 0.07% | 267 |
|
|
2024
Q1 | $1.22M | Buy |
28,969
+6,356
| +28% | +$267K | 0.05% | 332 |
|
|
2023
Q4 | $882K | Buy |
22,613
+1,564
| +7% | +$61K | 0.06% | 272 |
|
|
2023
Q3 | $737K | Sell |
21,049
-7,829
| -27% | -$274K | 0.05% | 277 |
|
|
2023
Q2 | $1.05M | Sell |
28,878
-844
| -3% | -$30.7K | 0.05% | 322 |
|
|
2023
Q1 | $1.11M | Buy |
29,722
+9,627
| +48% | +$360K | 0.05% | 286 |
|
|
2022
Q4 | $695K | Sell |
20,095
-3,964
| -16% | -$137K | 0.04% | 349 |
|
|
2022
Q3 | $759K | Sell |
24,059
-47,798
| -67% | -$1.51M | 0.05% | 316 |
|
|
2022
Q2 | $2.47M | Sell |
71,857
-1,373
| -2% | -$47.1K | 0.13% | 125 |
|
|
2022
Q1 | $2.7M | Buy |
73,230
+1,270
| +2% | +$46.8K | 0.14% | 117 |
|
|
2021
Q4 | $2.51M | Sell |
71,960
-11,066
| -13% | -$385K | 0.12% | 136 |
|
|
2021
Q3 | $2.77M | Buy |
83,026
+4,032
| +5% | +$135K | 0.16% | 118 |
|
|
2021
Q2 | $2.66M | Buy |
78,994
+18,086
| +30% | +$610K | 0.16% | 123 |
|
|
2021
Q1 | $1.98M | Buy |
60,908
+19,865
| +48% | +$646K | 0.15% | 122 |
|
|
2020
Q4 | $1.49M | Buy |
41,043
+13,592
| +50% | +$493K | 0.12% | 135 |
|
|
2020
Q3 | $988K | Buy |
27,451
+10,776
| +65% | +$388K | 0.14% | 101 |
|
|
2020
Q2 | $567K | Buy |
+16,675
| New | +$567K | 0.09% | 118 |
|