Fiduciary Alliance’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 | $290K | Buy |
4,649
+13
| +0.3% | +$811 | 0.02% | 398 |
|
2025
Q1 | $273K | Buy |
+4,636
| New | +$273K | 0.03% | 329 |
|
2023
Q3 | – | Sell |
-1,692
| Closed | -$61.6K | – | 509 |
|
2023
Q2 | $61.6K | Buy |
+1,692
| New | +$61.6K | 0.01% | 284 |
|
2023
Q1 | – | Sell |
-1,042
| Closed | -$36K | – | 454 |
|
2022
Q4 | $36K | Buy |
+1,042
| New | +$36K | 0.01% | 255 |
|