Focused Wealth Management’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 | $256K | Sell |
4,111
-201
| -5% | -$12.5K | 0.03% | 142 |
|
|
2025
Q1 | $254K | Hold |
4,312
| – | – | 0.03% | 135 |
|
|
2024
Q4 | $213K | Buy |
+4,312
| New | +$213K | 0.03% | 151 |
|
|
2024
Q1 | – | Sell |
-2,031
| Closed | -$79.3K | – | 498 |
|
|
2023
Q4 | $79.3K | Hold |
2,031
| – | – | 0.01% | 246 |
|
|
2023
Q3 | $71.1K | Hold |
2,031
| – | – | 0.01% | 249 |
|
|
2023
Q2 | $73.9K | Hold |
2,031
| – | – | 0.01% | 249 |
|
|
2023
Q1 | $75.9K | Sell |
2,031
-347
| -15% | -$13K | 0.02% | 241 |
|
|
2022
Q4 | $82.3K | Buy |
2,378
+336
| +16% | +$11.6K | 0.02% | 227 |
|
|
2022
Q3 | $64K | Hold |
2,042
| – | – | 0.01% | 238 |
|
|
2022
Q2 | $70K | Sell |
2,042
-452
| -18% | -$15.5K | 0.01% | 238 |
|
|
2022
Q1 | $92K | Buy |
2,494
+452
| +22% | +$16.7K | 0.01% | 216 |
|
|
2021
Q4 | $71K | Sell |
2,042
-162
| -7% | -$5.63K | 0.01% | 329 |
|
|
2021
Q3 | $74K | Sell |
2,204
-88
| -4% | -$2.96K | 0.01% | 327 |
|
|
2021
Q2 | $77K | Sell |
2,292
-1
| -0% | -$34 | 0.01% | 328 |
|
|
2021
Q1 | $75K | Hold |
2,293
| – | – | 0.01% | 320 |
|
|
2020
Q4 | $83K | Sell |
2,293
-139
| -6% | -$5.03K | 0.02% | 292 |
|
|
2020
Q3 | $88K | Buy |
2,432
+165
| +7% | +$5.97K | 0.02% | 258 |
|
|
2020
Q2 | $77K | Hold |
2,267
| – | – | 0.02% | 256 |
|
|
2020
Q1 | $68K | Hold |
2,267
| – | – | 0.02% | 250 |
|
|
2019
Q4 | $66K | Hold |
2,267
| – | – | 0.02% | 294 |
|
|
2019
Q3 | $64K | Hold |
2,267
| – | – | 0.02% | 283 |
|
|
2019
Q2 | $61K | Hold |
2,267
| – | – | 0.02% | 300 |
|
|
2019
Q1 | $56K | Hold |
2,267
| – | – | 0.02% | 280 |
|
|
2018
Q4 | $56K | Hold |
2,267
| – | – | 0.02% | 289 |
|
|
2018
Q3 | $52K | Hold |
2,267
| – | – | 0.02% | 292 |
|
|
2018
Q2 | $54K | Hold |
2,267
| – | – | 0.02% | 270 |
|
|
2018
Q1 | $58K | Hold |
2,267
| – | – | 0.02% | 286 |
|
|
2017
Q4 | $57K | Hold |
2,267
| – | – | 0.02% | 284 |
|
|
2017
Q3 | $56K | Hold |
2,267
| – | – | 0.02% | 222 |
|
|
2017
Q2 | $54K | Hold |
2,267
| – | – | 0.02% | 270 |
|
|
2017
Q1 | $54K | Hold |
2,267
| – | – | 0.02% | 271 |
|
|
2016
Q4 | $50K | Hold |
2,267
| – | – | 0.02% | 268 |
|
|
2016
Q3 | $58K | Hold |
2,267
| – | – | 0.03% | 256 |
|
|
2016
Q2 | $58K | Hold |
2,267
| – | – | 0.03% | 248 |
|
|
2016
Q1 | $54K | Hold |
2,267
| – | – | 0.03% | 182 |
|
|
2015
Q4 | $46K | Buy |
2,267
+2,104
| +1,291% | +$42.7K | 0.03% | 217 |
|
|
2015
Q3 | $4K | Hold |
163
| – | – | ﹤0.01% | 512 |
|
|
2015
Q2 | $4K | Hold |
163
| – | – | ﹤0.01% | 524 |
|
|
2015
Q1 | $4K | Hold |
163
| – | – | ﹤0.01% | 548 |
|
|
2014
Q4 | $4K | Hold |
163
| – | – | ﹤0.01% | 530 |
|
|
2014
Q3 | $4K | Hold |
163
| – | – | ﹤0.01% | 531 |
|
|
2014
Q2 | $4K | Hold |
163
| – | – | ﹤0.01% | 531 |
|
|
2014
Q1 | $4K | Hold |
163
| – | – | ﹤0.01% | 503 |
|
|
2013
Q4 | $4K | Hold |
163
| – | – | ﹤0.01% | 499 |
|
|
2013
Q3 | $4K | Buy |
+163
| New | +$4K | ﹤0.01% | 466 |
|