Evolution Wealth Advisors’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 | $545K | Buy |
8,740
+1,165
| +15% | +$72.6K | 0.08% | 97 |
|
|
2025
Q1 | $447K | Buy |
7,575
+490
| +7% | +$28.9K | 0.07% | 95 |
|
|
2024
Q4 | $351K | Buy |
7,085
+2,895
| +69% | +$143K | 0.06% | 104 |
|
|
2024
Q3 | $208K | Buy |
+4,190
| New | +$208K | 0.04% | 123 |
|
|
2024
Q1 | – | Sell |
-8,075
| Closed | -$315K | – | 138 |
|
|
2023
Q4 | $315K | Hold |
8,075
| – | – | 0.06% | 95 |
|
|
2023
Q3 | $283K | Sell |
8,075
-110
| -1% | -$3.85K | 0.06% | 98 |
|
|
2023
Q2 | $298K | Hold |
8,185
| – | – | 0.07% | 90 |
|
|
2023
Q1 | $306K | Sell |
8,185
-580
| -7% | -$21.7K | 0.07% | 93 |
|
|
2022
Q4 | $303K | Sell |
8,765
-685
| -7% | -$23.7K | 0.08% | 97 |
|
|
2022
Q3 | $298K | Hold |
9,450
| – | – | 0.08% | 88 |
|
|
2022
Q2 | $324K | Hold |
9,450
| – | – | 0.08% | 83 |
|
|
2022
Q1 | $348K | Hold |
9,450
| – | – | 0.07% | 84 |
|
|
2021
Q4 | $329 | Buy |
+9,450
| New | +$329 | 0.05% | 90 |
|
|
2021
Q3 | – | Sell |
-500
| Closed | -$17K | – | 677 |
|
|
2021
Q2 | $17K | Hold |
500
| – | – | ﹤0.01% | 327 |
|
|
2021
Q1 | $16K | Sell |
500
-4,188
| -89% | -$134K | ﹤0.01% | 331 |
|
|
2020
Q4 | $170K | Hold |
4,688
| – | – | 0.04% | 108 |
|
|
2020
Q3 | $169K | Sell |
4,688
-8,437
| -64% | -$304K | 0.05% | 110 |
|
|
2020
Q2 | $446K | Sell |
13,125
-875
| -6% | -$29.7K | 0.15% | 56 |
|
|
2020
Q1 | $422K | Buy |
14,000
+2,565
| +22% | +$77.3K | 0.17% | 44 |
|
|
2019
Q4 | $332K | Buy |
+11,435
| New | +$332K | 0.08% | 57 |
|
|
2019
Q1 | – | Sell |
-8,168
| Closed | -$201K | – | 121 |
|
|
2018
Q4 | $201K | Buy |
+8,168
| New | +$201K | 0.09% | 56 |
|