Forza 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 | $14.2M | Buy |
228,311
+320
| +0.1% | +$20K | 5.84% | 1 |
|
|
2025
Q1 | $13.4M | Buy |
227,991
+15,151
| +7% | +$893K | 6.04% | 1 |
|
|
2024
Q4 | $10.5M | Buy |
212,840
+2,373
| +1% | +$117K | 4.8% | 1 |
|
|
2024
Q3 | $10.5M | Buy |
210,467
+5,000
| +2% | +$249K | 4.79% | 1 |
|
|
2024
Q2 | $9.03M | Buy |
205,467
+2,375
| +1% | +$104K | 4.65% | 1 |
|
|
2024
Q1 | $8.53M | Sell |
203,092
-1,552
| -0.8% | -$65.2K | 4.44% | 1 |
|
|
2023
Q4 | $7.99M | Sell |
204,644
-1,525
| -0.7% | -$59.5K | 4.41% | 1 |
|
|
2023
Q3 | $7.21M | Buy |
206,169
+450
| +0.2% | +$15.7K | 3.72% | 1 |
|
|
2023
Q2 | $7.49M | Sell |
205,719
-1,820
| -0.9% | -$66.2K | 3.77% | 1 |
|
|
2023
Q1 | $7.76M | Buy |
207,539
+2,090
| +1% | +$78.1K | 3.99% | 1 |
|
|
2022
Q4 | $7.11M | Buy |
+205,449
| New | +$7.11M | 4.72% | 2 |
|