Gimbal Financial’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 | – | Sell |
-298,586
| Closed | -$17.6M | – | 51 |
|
2025
Q1 | $17.6M | Buy |
298,586
+122,062
| +69% | +$7.2M | 15.88% | 2 |
|
2024
Q4 | $8.74M | Sell |
176,524
-166,820
| -49% | -$8.26M | 7.14% | 4 |
|
2024
Q3 | $17.7M | Buy |
343,344
+34,730
| +11% | +$1.79M | 11.52% | 3 |
|
2024
Q2 | $14.1M | Buy |
+308,614
| New | +$14.1M | 10.36% | 4 |
|