Farrell Financial’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
$3.07M Buy
49,206
+203
+0.4% +$12.7K 2.06% 18
2025
Q1
$2.89M Buy
49,003
+151
+0.3% +$8.9K 2.1% 18
2024
Q4
$2.42M Buy
48,852
+368
+0.8% +$18.2K 1.73% 18
2024
Q3
$2.46M Sell
48,484
-148
-0.3% -$7.5K 1.74% 18
2024
Q2
$2.14M Buy
48,632
+1,921
+4% +$84.4K 1.66% 19
2024
Q1
$1.96M Buy
46,711
+1,265
+3% +$53.1K 1.61% 18
2023
Q4
$1.61M Buy
+45,446
New +$1.61M 1.61% 20