Gen-Wealth Partners’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 | $224K | Buy |
3,590
+204
| +6% | +$12.7K | 0.09% | 208 |
|
|
2025
Q1 | $200K | Buy |
3,386
+713
| +27% | +$42K | 0.08% | 209 |
|
|
2024
Q4 | $132K | Buy |
2,673
+4
| +0.1% | +$198 | 0.06% | 250 |
|
|
2024
Q3 | $141K | Sell |
2,669
-2,373
| -47% | -$125K | 0.06% | 252 |
|
|
2024
Q2 | $222K | Sell |
5,042
-2,808
| -36% | -$123K | 0.11% | 192 |
|
|
2024
Q1 | $330K | Buy |
+7,850
| New | +$330K | 0.16% | 141 |
|