Genesis Wealth Advisors’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 | $394K | Hold |
6,326
| – | – | 0.3% | 37 |
|
|
2025
Q1 | $373K | Hold |
6,326
| – | – | 0.3% | 38 |
|
|
2024
Q4 | $313K | Buy |
+6,326
| New | +$313K | 0.27% | 45 |
|
|
2015
Q2 | $35.2K | Sell |
1,552
-530
| -25% | -$12K | 0.03% | 219 |
|
|
2015
Q1 | $48.5K | Hold |
2,082
| – | – | 0.04% | 195 |
|
|
2014
Q4 | $48.5K | Buy |
+2,082
| New | +$48.5K | 0.04% | 217 |
|