Financial Perspectives’s iShares Gold Trust IAU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $200K | Hold |
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|
2025
Q2 | $172K | Hold |
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|
2025
Q1 | $162K | Hold |
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|
2024
Q4 | $136K | Hold |
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|
2024
Q3 | $137K | Hold |
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|
2024
Q2 | $121K | Hold |
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|
2024
Q1 | $116K | Hold |
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|
2023
Q4 | $107K | Hold |
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|
2023
Q3 | $96.3K | Hold |
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|
2023
Q2 | $100K | Hold |
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|
2023
Q1 | $103K | Hold |
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|
2022
Q4 | $95.2K | Hold |
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|
2022
Q3 | $86.8K | Hold |
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|
2022
Q2 | $94.5K | Hold |
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|
2022
Q1 | $101K | Buy |
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|
2021
Q4 | $83.5K | Hold |
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|
2021
Q3 | $80.2K | Hold |
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|
2021
Q2 | $80.9K | Sell |
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|
2021
Q1 | $4.8M | Buy |
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|
2020
Q4 | $87.1K | Sell |
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|
2020
Q3 | $285K | Buy |
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|
2020
Q2 | $81.6K | Hold |
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|
2020
Q1 | $72.4K | Hold |
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|
2019
Q4 | $69.6K | Buy |
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