Financial Synergies Wealth Advisors’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 | $694K | Sell |
11,125
-150
| -1% | -$9.35K | 0.08% | 56 |
|
|
2025
Q1 | $665K | Buy |
+11,275
| New | +$665K | 0.08% | 50 |
|
|
2024
Q2 | – | Sell |
-3,183
| Closed | -$134K | – | 238 |
|
|
2024
Q1 | $134K | Buy |
3,183
+28
| +0.9% | +$1.18K | 0.02% | 91 |
|
|
2023
Q4 | $109K | Sell |
3,155
-28
| -0.9% | -$969 | 0.02% | 77 |
|
|
2023
Q3 | $111K | Hold |
3,183
| – | – | 0.02% | 83 |
|
|
2023
Q2 | $116K | Buy |
3,183
+28
| +0.9% | +$1.02K | 0.02% | 81 |
|
|
2023
Q1 | $118K | Hold |
3,155
| – | – | 0.02% | 80 |
|
|
2022
Q4 | $109K | Hold |
3,155
| – | – | 0.02% | 77 |
|
|
2022
Q3 | $99.5K | Hold |
3,155
| – | – | 0.02% | 81 |
|
|
2022
Q2 | $108K | Buy |
+3,155
| New | +$108K | 0.02% | 83 |
|