Financial Alternatives’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 | $4.15M | Sell |
66,483
-824
| -1% | -$51.4K | 2.7% | 10 |
|
|
2025
Q1 | $3.97M | Sell |
67,307
-272
| -0.4% | -$16K | 2.83% | 9 |
|
|
2024
Q4 | $3.35M | Sell |
67,579
-370
| -0.5% | -$18.3K | 2.36% | 10 |
|
|
2024
Q3 | $3.38M | Sell |
67,949
-445
| -0.7% | -$22.1K | 2.38% | 10 |
|
|
2024
Q2 | $3M | Sell |
68,394
-1,215
| -2% | -$53.4K | 2.26% | 12 |
|
|
2024
Q1 | $2.92M | Sell |
69,609
-48
| -0.1% | -$2.02K | 2.26% | 11 |
|
|
2023
Q4 | $2.72M | Sell |
69,657
-1,203
| -2% | -$47K | 2.3% | 11 |
|
|
2023
Q3 | $2.48M | Buy |
70,860
+225
| +0.3% | +$7.87K | 2.3% | 12 |
|
|
2023
Q2 | $2.57M | Buy |
70,635
+3,185
| +5% | +$116K | 2.33% | 12 |
|
|
2023
Q1 | $2.52M | Sell |
67,450
-4,212
| -6% | -$157K | 2.42% | 12 |
|
|
2022
Q4 | $2.48M | Buy |
+71,662
| New | +$2.48M | 2.46% | 12 |
|