Fielder Capital Group’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
$15.6M Sell
250,569
-18,051
-7% -$1.13M 4.17% 3
2025
Q1
$15.8M Sell
268,620
-342
-0.1% -$20.2K 4.58% 3
2024
Q4
$13.3M Sell
268,962
-4,565
-2% -$226K 4.15% 4
2024
Q3
$13.6M Sell
273,527
-56,214
-17% -$2.79M 4.49% 2
2024
Q2
$14.5M Sell
329,741
-32,741
-9% -$1.44M 5.57% 2
2024
Q1
$15.2M Sell
362,482
-8,472
-2% -$356K 6.81% 1
2023
Q4
$14.5M Buy
+370,954
New +$14.5M 8.75% 1