First Pacific Financial’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 | $158K | Sell |
2,531
-156
| -6% | -$9.73K | 0.02% | 179 |
|
|
2025
Q1 | $158K | Buy |
2,687
+2
| +0.1% | +$118 | 0.03% | 142 |
|
|
2024
Q4 | $133K | Hold |
2,685
| – | – | 0.03% | 155 |
|
|
2024
Q3 | $133K | Hold |
2,685
| – | – | 0.03% | 148 |
|
|
2024
Q2 | $118K | Sell |
2,685
-44
| -2% | -$1.93K | 0.03% | 135 |
|
|
2024
Q1 | $115K | Sell |
2,729
-321
| -11% | -$13.5K | 0.03% | 136 |
|
|
2023
Q4 | $119K | Hold |
3,050
| – | – | 0.04% | 130 |
|
|
2023
Q3 | $107K | Sell |
3,050
-1,015
| -25% | -$35.5K | 0.05% | 120 |
|
|
2023
Q2 | $148K | Buy |
+4,065
| New | +$148K | 0.06% | 110 |
|
|
2022
Q4 | – | Sell |
-7,732
| Closed | -$244K | – | 108 |
|
|
2022
Q3 | $244K | Sell |
7,732
-687
| -8% | -$21.7K | 0.14% | 99 |
|
|
2022
Q2 | $289K | Sell |
8,419
-1,416
| -14% | -$48.6K | 0.14% | 100 |
|
|
2022
Q1 | $362K | Sell |
9,835
-8,879
| -47% | -$327K | 0.19% | 84 |
|
|
2021
Q4 | $651K | Sell |
18,714
-8,976
| -32% | -$312K | 0.31% | 72 |
|
|
2021
Q3 | $925K | Sell |
27,690
-13,066
| -32% | -$436K | 0.49% | 29 |
|
|
2021
Q2 | $1.37M | Buy |
40,756
+991
| +2% | +$33.4K | 0.76% | 14 |
|
|
2021
Q1 | $1.29M | Buy |
39,765
+5,740
| +17% | +$187K | 0.81% | 14 |
|
|
2020
Q4 | $1.23M | Buy |
+34,025
| New | +$1.23M | 0.75% | 13 |
|