Dopkins Wealth Management’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 | $469K | Hold |
7,513
| – | – | 0.21% | 54 |
|
|
2025
Q1 | $443K | Hold |
7,513
| – | – | 0.23% | 55 |
|
|
2024
Q4 | $372K | Buy |
+7,513
| New | +$372K | 0.19% | 60 |
|
|
2024
Q3 | – | Sell |
-6,913
| Closed | -$304K | – | 77 |
|
|
2024
Q2 | $304K | Sell |
6,913
-600
| -8% | -$26.4K | 0.18% | 59 |
|
|
2024
Q1 | $316K | Buy |
7,513
+300
| +4% | +$12.6K | 0.19% | 57 |
|
|
2023
Q4 | $282K | Sell |
7,213
-300
| -4% | -$11.7K | 0.22% | 39 |
|
|
2023
Q3 | $263K | Buy |
7,513
+900
| +14% | +$31.5K | 0.2% | 47 |
|
|
2023
Q2 | $241K | Sell |
6,613
-600
| -8% | -$21.8K | 0.21% | 36 |
|
|
2023
Q1 | $270K | Hold |
7,213
| – | – | 0.25% | 33 |
|
|
2022
Q4 | $249K | Hold |
7,213
| – | – | 0.22% | 35 |
|
|
2022
Q3 | $227K | Buy |
7,213
+105
| +1% | +$3.3K | 0.25% | 37 |
|
|
2022
Q2 | $244K | Hold |
7,108
| – | – | 0.26% | 33 |
|
|
2022
Q1 | $262K | Hold |
7,108
| – | – | 0.28% | 33 |
|
|
2021
Q4 | $247K | Buy |
+7,108
| New | +$247K | 0.24% | 35 |
|