Foundation Wealth Management (Missouri)’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 | $366K | Buy |
5,877
+1,694
| +40% | +$106K | 0.26% | 35 |
|
|
2025
Q1 | $247K | Sell |
4,183
-1,848
| -31% | -$109K | 0.19% | 37 |
|
|
2024
Q4 | $299K | Buy |
6,031
+32
| +0.5% | +$1.58K | 0.23% | 36 |
|
|
2024
Q3 | $298K | Hold |
5,999
| – | – | 0.23% | 34 |
|
|
2024
Q2 | $264K | Hold |
5,999
| – | – | 0.21% | 35 |
|
|
2024
Q1 | $252K | Hold |
5,999
| – | – | 0.21% | 32 |
|
|
2023
Q4 | $234K | Hold |
5,999
| – | – | 0.21% | 31 |
|
|
2023
Q3 | $210K | Hold |
5,999
| – | – | 0.21% | 37 |
|
|
2023
Q2 | $218K | Sell |
5,999
-2,712
| -31% | -$98.7K | 0.21% | 38 |
|
|
2023
Q1 | $326K | Hold |
8,711
| – | – | 0.34% | 33 |
|
|
2022
Q4 | $301K | Buy |
+8,711
| New | +$301K | 0.31% | 34 |
|