Fortis Group 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 | $4.77M | Sell |
76,872
-80,080
| -51% | -$4.97M | 0.87% | 30 |
|
|
2025
Q1 | $9.25M | Buy |
156,952
+74,516
| +90% | +$4.39M | 1.8% | 8 |
|
|
2024
Q4 | $4.08M | Sell |
82,436
-182,818
| -69% | -$9.05M | 0.76% | 42 |
|
|
2024
Q3 | $13.2M | Buy |
265,254
+34,316
| +15% | +$1.71M | 2.44% | 8 |
|
|
2024
Q2 | $10.1M | Buy |
230,938
+94,152
| +69% | +$4.14M | 2.01% | 14 |
|
|
2024
Q1 | $5.75M | Buy |
136,786
+37,320
| +38% | +$1.57M | 1.06% | 30 |
|
|
2023
Q4 | $3.72M | Hold |
99,466
| – | – | 0.92% | 19 |
|
|
2023
Q3 | $3.72M | Buy |
99,466
+13,244
| +15% | +$495K | 1.14% | 17 |
|
|
2023
Q2 | $3.14M | Sell |
86,222
-27,640
| -24% | -$1.01M | 0.83% | 29 |
|
|
2023
Q1 | $4.29M | Buy |
+113,862
| New | +$4.29M | 1.3% | 17 |
|