Csenge Advisory Group’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 | $1.71M | Sell |
27,459
-4,086
| -13% | -$254K | 0.09% | 184 |
|
|
2025
Q1 | $1.98M | Buy |
31,545
+13,435
| +74% | +$841K | 0.11% | 150 |
|
|
2024
Q4 | $897K | Buy |
18,110
+9,710
| +116% | +$481K | 0.05% | 287 |
|
|
2024
Q3 | $421K | Sell |
8,400
-1,038
| -11% | -$52.1K | 0.02% | 465 |
|
|
2024
Q2 | $415K | Buy |
9,438
+2,655
| +39% | +$117K | 0.02% | 450 |
|
|
2024
Q1 | $285K | Sell |
6,783
-12
| -0.2% | -$504 | 0.02% | 563 |
|
|
2023
Q4 | $265K | Buy |
6,795
+50
| +0.7% | +$1.95K | 0.02% | 555 |
|
|
2023
Q3 | $236K | Hold |
6,745
| – | – | 0.02% | 545 |
|
|
2023
Q2 | $245K | Buy |
+6,745
| New | +$245K | 0.02% | 551 |
|
|
2018
Q4 | – | Sell |
-4,393
| Closed | -$101K | – | 758 |
|
|
2018
Q3 | $101K | Sell |
4,393
-15,628
| -78% | -$359K | 0.04% | 233 |
|
|
2018
Q2 | $481K | Buy |
20,021
+4,475
| +29% | +$108K | 0.18% | 122 |
|
|
2018
Q1 | $396K | Buy |
15,546
+6,762
| +77% | +$172K | 0.14% | 151 |
|
|
2017
Q4 | $220K | Buy |
8,784
+3,098
| +54% | +$77.6K | 0.08% | 230 |
|
|
2017
Q3 | $140K | Buy |
+5,686
| New | +$140K | 0.06% | 249 |
|