Envision Financial Planning’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 | $289K | Sell |
4,632
-898
| -16% | -$56K | 0.14% | 46 |
|
|
2025
Q1 | $326K | Hold |
5,530
| – | – | 0.17% | 34 |
|
|
2024
Q4 | $274K | Buy |
5,530
+338
| +7% | +$16.7K | 0.14% | 36 |
|
|
2024
Q3 | $258K | Hold |
5,192
| – | – | 0.14% | 32 |
|
|
2024
Q2 | $228K | Hold |
5,192
| – | – | 0.17% | 27 |
|
|
2024
Q1 | $218K | Hold |
5,192
| – | – | 0.18% | 28 |
|
|
2023
Q4 | $203K | Buy |
+5,192
| New | +$203K | 0.18% | 30 |
|