DA
Doliver Advisors’s iShares Gold Trust IAU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $865K | Sell |
13,875
-3,400
| -20% | -$212K | 0.24% | 79 |
|
|
2025
Q1 | $1.02M | Sell |
17,275
-1,250
| -7% | -$73.7K | 0.29% | 59 |
|
|
2024
Q4 | $917K | Sell |
18,525
-920
| -5% | -$45.5K | 0.25% | 63 |
|
|
2024
Q3 | $966K | Sell |
19,445
-500
| -3% | -$24.9K | 0.27% | 62 |
|
|
2024
Q2 | $876K | Sell |
19,945
-1,450
| -7% | -$63.7K | 0.24% | 61 |
|
|
2024
Q1 | $899K | Sell |
21,395
-800
| -4% | -$33.6K | 0.25% | 66 |
|
|
2023
Q4 | $866K | Sell |
22,195
-517
| -2% | -$20.2K | 0.27% | 65 |
|
|
2023
Q3 | $795K | Hold |
22,712
| – | – | 0.24% | 64 |
|
|
2023
Q2 | $826K | Sell |
22,712
-18
| -0.1% | -$655 | 0.25% | 70 |
|
|
2023
Q1 | $849K | Buy |
+22,730
| New | +$849K | 0.27% | 67 |
|