Focus Partners Wealth’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 | $28.8M | Buy |
461,038
+120,730
| +35% | +$7.53M | 0.06% | 280 |
|
|
2025
Q1 | $20.1M | Sell |
340,308
-32,952
| -9% | -$1.94M | 0.05% | 326 |
|
|
2024
Q4 | $18.5M | Buy |
373,260
+227,240
| +156% | +$11.3M | 0.05% | 332 |
|
|
2024
Q3 | $7.26M | Sell |
146,020
-161,072
| -52% | -$8M | 0.02% | 471 |
|
|
2024
Q2 | $13.5M | Buy |
307,092
+202,837
| +195% | +$8.91M | 0.05% | 309 |
|
|
2024
Q1 | $4.38M | Buy |
104,255
+55,745
| +115% | +$2.34M | 0.04% | 343 |
|
|
2023
Q4 | $1.89M | Buy |
+48,510
| New | +$1.89M | 0.02% | 361 |
|