Forum Financial 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 | $1.37M | Sell |
21,897
-4,700
| -18% | -$293K | 0.02% | 168 |
|
|
2025
Q1 | $1.57M | Buy |
26,597
+1,416
| +6% | +$83.5K | 0.03% | 145 |
|
|
2024
Q4 | $1.25M | Buy |
25,181
+106
| +0.4% | +$5.25K | 0.02% | 172 |
|
|
2024
Q3 | $1.25M | Sell |
25,075
-152
| -0.6% | -$7.55K | 0.02% | 157 |
|
|
2024
Q2 | $1.11M | Buy |
25,227
+192
| +0.8% | +$8.44K | 0.02% | 156 |
|
|
2024
Q1 | $1.05M | Buy |
25,035
+9
| +0% | +$378 | 0.02% | 183 |
|
|
2023
Q4 | $977K | Sell |
25,026
-2,848
| -10% | -$111K | 0.02% | 167 |
|
|
2023
Q3 | $975K | Sell |
27,874
-9,378
| -25% | -$328K | 0.02% | 165 |
|
|
2023
Q2 | $1.36M | Buy |
37,252
+12,323
| +49% | +$448K | 0.03% | 122 |
|
|
2023
Q1 | $932K | Sell |
24,929
-1,230
| -5% | -$46K | 0.03% | 151 |
|
|
2022
Q4 | $905K | Buy |
26,159
+927
| +4% | +$32.1K | 0.03% | 147 |
|
|
2022
Q3 | $796K | Sell |
25,232
-417
| -2% | -$13.2K | 0.04% | 137 |
|
|
2022
Q2 | $880K | Buy |
25,649
+1,042
| +4% | +$35.8K | 0.04% | 136 |
|
|
2022
Q1 | $906K | Buy |
24,607
+6
| +0% | +$221 | 0.04% | 137 |
|
|
2021
Q4 | $856K | Buy |
+24,601
| New | +$856K | 0.04% | 149 |
|