Evoke Wealth’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 | $12.9M | Sell |
206,701
-1,003
| -0.5% | -$62.5K | 0.29% | 43 |
|
|
2025
Q1 | $12.2M | Hold |
207,704
| – | – | 0.32% | 42 |
|
|
2024
Q4 | $10.3M | Sell |
207,704
-16,517
| -7% | -$818K | 0.29% | 43 |
|
|
2024
Q3 | $11.1M | Buy |
+224,221
| New | +$11.1M | 0.3% | 43 |
|
|
2024
Q2 | – | Sell |
-230,098
| Closed | -$9.67M | – | 224 |
|
|
2024
Q1 | $9.67M | Buy |
230,098
+208,405
| +961% | +$8.76M | 0.29% | 45 |
|
|
2023
Q4 | $847K | Sell |
21,693
-181,744
| -89% | -$7.09M | 1.37% | 12 |
|
|
2023
Q3 | $7.12M | Buy |
203,437
+4,867
| +2% | +$170K | 0.25% | 45 |
|
|
2023
Q2 | $7.23M | Sell |
198,570
-2,362
| -1% | -$86K | 0.25% | 45 |
|
|
2023
Q1 | $7.51M | Sell |
200,932
-13,200
| -6% | -$493K | 0.27% | 41 |
|
|
2022
Q4 | $7.41M | Buy |
214,132
+17,035
| +9% | +$589K | 0.27% | 48 |
|
|
2022
Q3 | $6.21M | Buy |
197,097
+7,668
| +4% | +$242K | 0.25% | 47 |
|
|
2022
Q2 | $6.5M | Buy |
189,429
+46
| +0% | +$1.58K | 0.24% | 50 |
|
|
2022
Q1 | $6.98M | Sell |
189,383
-1
| -0% | -$37 | 0.23% | 57 |
|
|
2021
Q4 | $6.59M | Buy |
189,384
+16,580
| +10% | +$577K | 0.21% | 62 |
|
|
2021
Q3 | $5.77M | Sell |
172,804
-407
| -0.2% | -$13.6K | 0.22% | 58 |
|
|
2021
Q2 | $5.84M | Sell |
173,211
-9,258
| -5% | -$312K | 0.22% | 61 |
|
|
2021
Q1 | $5.93M | Sell |
182,469
-181,932
| -50% | -$5.92M | 0.27% | 51 |
|
|
2020
Q4 | $13.2M | Sell |
364,401
-4,794
| -1% | -$174K | 0.89% | 17 |
|
|
2020
Q3 | $13.3M | Buy |
369,195
+139,030
| +60% | +$5M | 1.08% | 16 |
|
|
2020
Q2 | $7.82M | Sell |
230,165
-474
| -0.2% | -$16.1K | 0.76% | 19 |
|
|
2020
Q1 | $6.95M | Sell |
230,639
-643,772
| -74% | -$19.4M | 0.99% | 18 |
|
|
2019
Q4 | $25.4M | Buy |
874,411
+781,853
| +845% | +$22.7M | 3.22% | 5 |
|
|
2019
Q3 | $2.61M | Buy |
+92,558
| New | +$2.61M | 0.32% | 43 |
|