FFT Wealth Management’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
Q1 | – | Sell |
-12,893
| Closed | -$638K | – | 139 |
|
|
2024
Q4 | $638K | Buy |
12,893
+2,422
| +23% | +$120K | 0.05% | 82 |
|
|
2024
Q3 | $520K | Hold |
10,471
| – | – | 0.04% | 83 |
|
|
2024
Q2 | $460K | Buy |
10,471
+2,125
| +25% | +$93.4K | 0.04% | 80 |
|
|
2024
Q1 | $351K | Hold |
8,346
| – | – | 0.03% | 99 |
|
|
2023
Q4 | $326K | Hold |
8,346
| – | – | 0.03% | 83 |
|
|
2023
Q3 | $292K | Hold |
8,346
| – | – | 0.04% | 66 |
|
|
2023
Q2 | $304K | Buy |
+8,346
| New | +$304K | 0.04% | 72 |
|
|
2020
Q4 | – | Sell |
-10,000
| Closed | -$360K | – | 29 |
|
|
2020
Q3 | $360K | Buy |
10,000
+1,500
| +18% | +$54K | 0.15% | 22 |
|
|
2020
Q2 | $289K | Hold |
8,500
| – | – | 0.09% | 24 |
|
|
2020
Q1 | $256K | Buy |
+8,500
| New | +$256K | 0.08% | 30 |
|