Dynasty 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 | $70.6M | Sell |
1,131,829
-73,445
| -6% | -$4.58M | 1.2% | 24 |
|
|
2025
Q1 | $71.1M | Buy |
1,205,274
+451,752
| +60% | +$26.6M | 1.18% | 26 |
|
|
2024
Q4 | $37.3M | Buy |
753,522
+169,497
| +29% | +$8.39M | 0.64% | 34 |
|
|
2024
Q3 | $29M | Buy |
584,025
+3,838
| +0.7% | +$191K | 0.88% | 23 |
|
|
2024
Q2 | $25.5M | Buy |
580,187
+7,746
| +1% | +$340K | 0.75% | 27 |
|
|
2024
Q1 | $24M | Buy |
+572,441
| New | +$24M | 0.77% | 27 |
|