Financial & Tax Architects’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 | $3.13M | Sell |
50,248
-2,780
| -5% | -$173K | 0.76% | 39 |
|
|
2025
Q1 | $3.13M | Sell |
53,028
-905
| -2% | -$53.4K | 0.78% | 40 |
|
|
2024
Q4 | $2.67M | Sell |
53,933
-1,760
| -3% | -$87.1K | 0.68% | 39 |
|
|
2024
Q3 | $2.77M | Sell |
55,693
-2,018
| -3% | -$100K | 0.71% | 38 |
|
|
2024
Q2 | $2.54M | Sell |
57,711
-1,261
| -2% | -$55.4K | 0.68% | 40 |
|
|
2024
Q1 | $2.48M | Buy |
58,972
+1,315
| +2% | +$55.2K | 0.68% | 42 |
|
|
2023
Q4 | $2.25M | Sell |
57,657
-7,464
| -11% | -$291K | 0.67% | 41 |
|
|
2023
Q3 | $2.28M | Sell |
65,121
-13,147
| -17% | -$460K | 0.71% | 39 |
|
|
2023
Q2 | $2.85M | Sell |
78,268
-2,530
| -3% | -$92.1K | 0.88% | 36 |
|
|
2023
Q1 | $3.02M | Buy |
+80,798
| New | +$3.02M | 0.99% | 37 |
|
|
2022
Q3 | – | Sell |
-61,700
| Closed | -$2.12M | – | 70 |
|
|
2022
Q2 | $2.12M | Buy |
61,700
+13,037
| +27% | +$447K | 0.8% | 40 |
|
|
2022
Q1 | $1.79M | Buy |
+48,663
| New | +$1.79M | 0.68% | 44 |
|
|
2021
Q4 | – | Sell |
-52,331
| Closed | -$1.75M | – | 97 |
|
|
2021
Q3 | $1.75M | Buy |
52,331
+549
| +1% | +$18.3K | 0.8% | 44 |
|
|
2021
Q2 | $1.75M | Buy |
+51,782
| New | +$1.75M | 0.86% | 40 |
|