Facet Wealth Inc’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 | – | Sell |
-5,048
| Closed | -$317K | – | 176 |
|
|
2025
Q1 | $317K | Sell |
5,048
-1,106
| -18% | -$69.4K | 0.01% | 105 |
|
|
2024
Q4 | $332K | Sell |
6,154
-116
| -2% | -$6.26K | 0.01% | 105 |
|
|
2024
Q3 | $324K | Sell |
6,270
-2,919
| -32% | -$151K | 0.01% | 107 |
|
|
2024
Q2 | $418K | Buy |
9,189
+3,050
| +50% | +$139K | 0.01% | 92 |
|
|
2024
Q1 | $270K | Buy |
+6,139
| New | +$270K | 0.01% | 99 |
|
|
2022
Q4 | – | Sell |
-6,409
| Closed | -$204K | – | 69 |
|
|
2022
Q3 | $204K | Buy |
6,409
+263
| +4% | +$8.37K | 0.02% | 66 |
|
|
2022
Q2 | $211K | Buy |
+6,146
| New | +$211K | 0.02% | 65 |
|