Fortitude Family Office’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 | $363K | Buy |
5,818
+1,591
| +38% | +$99.2K | 0.12% | 88 |
|
|
2025
Q1 | $249K | Hold |
4,227
| – | – | 0.09% | 104 |
|
|
2024
Q4 | $209K | Sell |
4,227
-807
| -16% | -$40K | 0.07% | 120 |
|
|
2024
Q3 | $250K | Buy |
5,034
+1,039
| +26% | +$51.6K | 0.1% | 100 |
|
|
2024
Q2 | $176K | Hold |
3,995
| – | – | 0.1% | 89 |
|
|
2024
Q1 | $168K | Sell |
3,995
-1,482
| -27% | -$62.3K | 0.11% | 85 |
|
|
2023
Q4 | $214K | Buy |
+5,477
| New | +$214K | 0.16% | 79 |
|