EPG 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 | $603K | Hold |
9,670
| – | – | 0.18% | 129 |
|
|
2025
Q1 | $570K | Hold |
9,670
| – | – | 0.16% | 150 |
|
|
2024
Q4 | $479K | Sell |
9,670
-1,125
| -10% | -$55.7K | 0.13% | 166 |
|
|
2024
Q3 | $537K | Buy |
+10,795
| New | +$537K | 0.14% | 159 |
|
|
2024
Q2 | – | Sell |
-11,004
| Closed | -$462K | – | 175 |
|
|
2024
Q1 | $462K | Hold |
11,004
| – | – | 0.11% | 176 |
|
|
2023
Q4 | $415K | Hold |
11,004
| – | – | 0.11% | 174 |
|
|
2023
Q3 | $385K | Hold |
11,004
| – | – | 0.12% | 170 |
|
|
2023
Q2 | $400K | Hold |
11,004
| – | – | 0.12% | 166 |
|
|
2023
Q1 | $411K | Hold |
11,004
| – | – | 0.13% | 155 |
|
|
2022
Q4 | $381K | Hold |
11,004
| – | – | 0.14% | 132 |
|
|
2022
Q3 | $347K | Hold |
11,004
| – | – | 0.14% | 140 |
|
|
2022
Q2 | $378K | Hold |
11,004
| – | – | 0.16% | 131 |
|
|
2022
Q1 | $405K | Buy |
+11,004
| New | +$405K | 0.14% | 139 |
|
|
2020
Q2 | – | Sell |
-1,969
| Closed | -$59K | – | 417 |
|
|
2020
Q1 | $59K | Buy |
1,969
+1,010
| +105% | +$30.3K | 0.04% | 249 |
|
|
2019
Q4 | $28K | Buy |
+959
| New | +$28K | 0.02% | 298 |
|