Davies Financial Advisors’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 | $5.33M | Sell |
85,503
-2,527
| -3% | -$158K | 4.14% | 6 |
|
|
2025
Q1 | $5.19M | Buy |
88,030
+2,325
| +3% | +$137K | 4.42% | 6 |
|
|
2024
Q4 | $4.24M | Buy |
85,705
+951
| +1% | +$47.1K | 3.61% | 6 |
|
|
2024
Q3 | $4.21M | Buy |
84,754
+2,379
| +3% | +$118K | 3.68% | 6 |
|
|
2024
Q2 | $3.62M | Buy |
82,375
+71,434
| +653% | +$3.14M | 3.38% | 6 |
|
|
2024
Q1 | $460K | Buy |
+10,941
| New | +$460K | 0.47% | 41 |
|