Farther Finance 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 | $6.33M | Sell |
101,487
-54,931
| -35% | -$3.43M | 0.13% | 148 |
|
|
2025
Q1 | $9.21M | Buy |
156,418
+120,741
| +338% | +$7.11M | 0.23% | 90 |
|
|
2024
Q4 | $1.77M | Buy |
35,677
+8,720
| +32% | +$432K | 0.06% | 239 |
|
|
2024
Q3 | $1.34M | Buy |
26,957
+1,678
| +7% | +$83.4K | 0.05% | 278 |
|
|
2024
Q2 | $1.11M | Buy |
25,279
+8,704
| +53% | +$383K | 0.05% | 278 |
|
|
2024
Q1 | $704K | Sell |
16,575
-835
| -5% | -$35.5K | 0.04% | 315 |
|
|
2023
Q4 | $680K | Buy |
17,410
+11,861
| +214% | +$463K | 0.05% | 295 |
|
|
2023
Q3 | $194K | Buy |
5,549
+1,528
| +38% | +$53.5K | 0.03% | 395 |
|
|
2023
Q2 | $146K | Sell |
4,021
-302
| -7% | -$11K | 0.03% | 370 |
|
|
2023
Q1 | $162K | Buy |
4,323
+147
| +4% | +$5.49K | 0.05% | 291 |
|
|
2022
Q4 | $144K | Buy |
+4,176
| New | +$144K | 0.06% | 266 |
|