Evermay 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 | $1.07M | Buy |
17,160
+29
| +0.2% | +$1.81K | 0.13% | 77 |
|
|
2025
Q1 | $1.01M | Sell |
17,131
-53,673
| -76% | -$3.16M | 0.13% | 78 |
|
|
2024
Q4 | $3.51M | Sell |
70,804
-238
| -0.3% | -$11.8K | 0.53% | 28 |
|
|
2024
Q3 | $3.53M | Hold |
71,042
| – | – | 0.57% | 27 |
|
|
2024
Q2 | $3.12M | Hold |
71,042
| – | – | 0.5% | 29 |
|
|
2024
Q1 | $2.98M | Buy |
+71,042
| New | +$2.98M | 0.45% | 30 |
|
|
2023
Q1 | – | Sell |
-10
| Closed | -$346 | – | 565 |
|
|
2022
Q4 | $346 | Buy |
+10
| New | +$346 | ﹤0.01% | 534 |
|
|
2022
Q1 | – | Sell |
-232
| Closed | -$8K | – | 549 |
|
|
2021
Q4 | $8K | Hold |
232
| – | – | ﹤0.01% | 417 |
|
|
2021
Q3 | $8K | Hold |
232
| – | – | ﹤0.01% | 396 |
|
|
2021
Q2 | $8K | Buy |
+232
| New | +$8K | ﹤0.01% | 419 |
|