Envestnet Portfolio Solutions’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 | $70.1M | Sell |
1,124,241
-538,964
| -32% | -$33.6M | 0.26% | 61 |
|
|
2025
Q1 | $98.1M | Buy |
1,663,205
+544,745
| +49% | +$32.1M | 0.38% | 52 |
|
|
2024
Q4 | $55.4M | Buy |
1,118,460
+1,091,440
| +4,039% | +$54M | 0.18% | 72 |
|
|
2024
Q3 | $1.34M | Sell |
27,020
-1,001
| -4% | -$49.8K | ﹤0.01% | 801 |
|
|
2024
Q2 | $1.23M | Sell |
28,021
-2,098
| -7% | -$92.2K | ﹤0.01% | 794 |
|
|
2024
Q1 | $1.27M | Buy |
30,119
+631
| +2% | +$26.5K | ﹤0.01% | 774 |
|
|
2023
Q4 | $1.15M | Sell |
29,488
-2,610
| -8% | -$102K | ﹤0.01% | 759 |
|
|
2023
Q3 | $1.12M | Buy |
+32,098
| New | +$1.12M | 0.01% | 723 |
|