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