GeoWealth 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 | $651K | Sell |
10,433
-1,274
| -11% | -$79.4K | 0.03% | 349 |
|
|
2025
Q1 | $690K | Buy |
11,707
+2,927
| +33% | +$173K | 0.03% | 359 |
|
|
2024
Q4 | $435K | Buy |
8,780
+1,584
| +22% | +$78.4K | 0.01% | 505 |
|
|
2024
Q3 | $358K | Sell |
7,196
-469
| -6% | -$23.3K | 0.01% | 555 |
|
|
2024
Q2 | $337K | Buy |
7,665
+1,755
| +30% | +$77.1K | 0.01% | 547 |
|
|
2024
Q1 | $248K | Buy |
5,910
+570
| +11% | +$23.9K | 0.01% | 621 |
|
|
2023
Q4 | $208K | Sell |
5,340
-5,202
| -49% | -$203K | 0.02% | 498 |
|
|
2023
Q3 | $370K | Sell |
10,542
-705
| -6% | -$24.7K | 0.04% | 223 |
|
|
2023
Q2 | $409K | Buy |
11,247
+2,719
| +32% | +$98.9K | 0.04% | 190 |
|
|
2023
Q1 | $319K | Buy |
8,528
+361
| +4% | +$13.5K | 0.04% | 173 |
|
|
2022
Q4 | $282K | Buy |
8,167
+703
| +9% | +$24.3K | 0.03% | 201 |
|
|
2022
Q3 | $235K | Buy |
7,464
+3,126
| +72% | +$98.4K | 0.03% | 222 |
|
|
2022
Q2 | $148K | Buy |
4,338
+223
| +5% | +$7.61K | 0.02% | 255 |
|
|
2022
Q1 | $154K | Buy |
4,115
+248
| +6% | +$9.28K | 0.01% | 305 |
|
|
2021
Q4 | $135K | Buy |
3,867
+961
| +33% | +$33.5K | 0.01% | 289 |
|
|
2021
Q3 | $97K | Buy |
2,906
+1,221
| +72% | +$40.8K | 0.01% | 322 |
|
|
2021
Q2 | $58K | Buy |
1,685
+520
| +45% | +$17.9K | 0.01% | 248 |
|
|
2021
Q1 | $38K | Buy |
+1,165
| New | +$38K | 0.01% | 196 |
|
|
2020
Q1 | – | Sell |
-5,300
| Closed | -$154K | – | 104 |
|
|
2019
Q4 | $154K | Sell |
5,300
-23,613
| -82% | -$686K | 0.08% | 98 |
|
|
2019
Q3 | $815K | Buy |
+28,913
| New | +$815K | 0.18% | 76 |
|