Founders Financial Securities’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 | $296K | Buy |
4,740
+575
| +14% | +$35.9K | 0.02% | 415 |
|
|
2025
Q1 | $263K | Sell |
4,165
-1,476
| -26% | -$93.3K | 0.02% | 410 |
|
|
2024
Q4 | $279K | Buy |
5,641
+28
| +0.5% | +$1.39K | 0.03% | 387 |
|
|
2024
Q3 | $279K | Sell |
5,613
-442
| -7% | -$22K | 0.03% | 378 |
|
|
2024
Q2 | $266K | Buy |
+6,055
| New | +$266K | 0.03% | 367 |
|
|
2021
Q4 | – | Sell |
-6,627
| Closed | -$221K | – | 268 |
|
|
2021
Q3 | $221K | Sell |
6,627
-282
| -4% | -$9.4K | 0.04% | 242 |
|
|
2021
Q2 | $233K | Buy |
6,909
+670
| +11% | +$22.6K | 0.05% | 265 |
|
|
2021
Q1 | $203K | Sell |
6,239
-9
| -0.1% | -$293 | 0.05% | 248 |
|
|
2020
Q4 | $227K | Buy |
6,248
+638
| +11% | +$23.2K | 0.05% | 206 |
|
|
2020
Q3 | $202K | Buy |
+5,610
| New | +$202K | 0.06% | 156 |
|