Forum Financial Management’s iShares Gold Trust IAU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.59M | Hold |
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|
2025
Q2 | $1.37M | Sell |
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|
2025
Q1 | $1.57M | Buy |
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|
2024
Q4 | $1.25M | Buy |
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|
2024
Q3 | $1.25M | Sell |
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|
2024
Q2 | $1.11M | Buy |
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|
2024
Q1 | $1.05M | Buy |
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|
2023
Q4 | $977K | Sell |
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|
2023
Q3 | $975K | Sell |
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|
2023
Q2 | $1.36M | Buy |
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|
2023
Q1 | $932K | Sell |
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|
2022
Q4 | $905K | Buy |
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|
2022
Q3 | $796K | Sell |
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|
2022
Q2 | $880K | Buy |
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|
2022
Q1 | $906K | Buy |
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|
2021
Q4 | $856K | Buy |
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