Financial Perspectives’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 | $172K | Hold |
2,753
| – | – | 0.05% | 165 |
|
|
2025
Q1 | $162K | Hold |
2,753
| – | – | 0.06% | 158 |
|
|
2024
Q4 | $136K | Hold |
2,753
| – | – | 0.05% | 178 |
|
|
2024
Q3 | $137K | Hold |
2,753
| – | – | 0.05% | 176 |
|
|
2024
Q2 | $121K | Hold |
2,753
| – | – | 0.04% | 184 |
|
|
2024
Q1 | $116K | Hold |
2,753
| – | – | 0.04% | 188 |
|
|
2023
Q4 | $107K | Hold |
2,753
| – | – | 0.04% | 192 |
|
|
2023
Q3 | $96.3K | Hold |
2,753
| – | – | 0.04% | 189 |
|
|
2023
Q2 | $100K | Hold |
2,753
| – | – | 0.04% | 191 |
|
|
2023
Q1 | $103K | Hold |
2,753
| – | – | 0.05% | 179 |
|
|
2022
Q4 | $95.2K | Hold |
2,753
| – | – | 0.05% | 180 |
|
|
2022
Q3 | $86.8K | Hold |
2,753
| – | – | 0.05% | 183 |
|
|
2022
Q2 | $94.5K | Hold |
2,753
| – | – | 0.05% | 175 |
|
|
2022
Q1 | $101K | Buy |
2,753
+353
| +15% | +$13K | 0.05% | 191 |
|
|
2021
Q4 | $83.5K | Hold |
2,400
| – | – | 0.04% | 190 |
|
|
2021
Q3 | $80.2K | Hold |
2,400
| – | – | 0.04% | 187 |
|
|
2021
Q2 | $80.9K | Sell |
2,400
-36,641
| -94% | -$1.24M | 0.04% | 210 |
|
|
2021
Q1 | $4.8M | Buy |
39,041
+36,640
| +1,526% | +$4.51M | 0.24% | 81 |
|
|
2020
Q4 | $87.1K | Sell |
2,401
-5,510
| -70% | -$200K | 0.05% | 179 |
|
|
2020
Q3 | $285K | Buy |
7,911
+5,510
| +229% | +$198K | 0.19% | 73 |
|
|
2020
Q2 | $81.6K | Hold |
2,401
| – | – | 0.06% | 151 |
|
|
2020
Q1 | $72.4K | Hold |
2,401
| – | – | 0.06% | 141 |
|
|
2019
Q4 | $69.6K | Buy |
+2,401
| New | +$69.6K | 0.05% | 150 |
|