Fidelis Capital Partners’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 | $3.22M | Hold |
50,719
| – | – | 0.29% | 65 |
|
|
2025
Q1 | $3.16M | Sell |
50,719
-2,167
| -4% | -$135K | 0.34% | 61 |
|
|
2024
Q4 | $2.81M | Buy |
52,886
+1,941
| +4% | +$103K | 0.28% | 67 |
|
|
2024
Q3 | $2.61M | Buy |
50,945
+8,173
| +19% | +$419K | 0.31% | 61 |
|
|
2024
Q2 | $1.93M | Buy |
42,772
+8,912
| +26% | +$402K | 0.27% | 68 |
|
|
2024
Q1 | $1.42M | Buy |
+33,860
| New | +$1.42M | 0.22% | 86 |
|