Endowment 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 | $556K | Sell |
8,923
-94
| -1% | -$5.86K | 0.29% | 72 |
|
|
2025
Q1 | $532K | Sell |
9,017
-313
| -3% | -$18.5K | 0.34% | 64 |
|
|
2024
Q4 | $462K | Buy |
9,330
+339
| +4% | +$16.8K | 0.31% | 69 |
|
|
2024
Q3 | $447K | Buy |
8,991
+56
| +0.6% | +$2.78K | 0.29% | 70 |
|
|
2024
Q2 | $393K | Sell |
8,935
-146
| -2% | -$6.41K | 0.29% | 72 |
|
|
2024
Q1 | $381K | Sell |
9,081
-40
| -0.4% | -$1.68K | 0.29% | 77 |
|
|
2023
Q4 | $356K | Buy |
9,121
+53
| +0.6% | +$2.07K | 0.3% | 75 |
|
|
2023
Q3 | $317K | Buy |
9,068
+70
| +0.8% | +$2.45K | 0.28% | 87 |
|
|
2023
Q2 | $327K | Buy |
8,998
+29
| +0.3% | +$1.06K | 0.3% | 87 |
|
|
2023
Q1 | $333K | Buy |
8,969
+730
| +9% | +$27.1K | 0.33% | 74 |
|
|
2022
Q4 | $285K | Sell |
8,239
-138
| -2% | -$4.77K | 0.31% | 79 |
|
|
2022
Q3 | $264K | Buy |
8,377
+107
| +1% | +$3.37K | 0.32% | 80 |
|
|
2022
Q2 | $284K | Buy |
8,270
+89
| +1% | +$3.06K | 0.34% | 75 |
|
|
2022
Q1 | $301K | Buy |
+8,181
| New | +$301K | 0.32% | 75 |
|