Global Financial Private Client’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 | $703K | Sell |
11,271
-397
| -3% | -$24.8K | 0.26% | 106 |
|
|
2025
Q1 | $688K | Buy |
11,668
+891
| +8% | +$52.5K | 0.26% | 102 |
|
|
2024
Q4 | $534K | Buy |
10,777
+1,763
| +20% | +$87.3K | 0.2% | 128 |
|
|
2024
Q3 | $448K | Buy |
9,014
+8,080
| +865% | +$402K | 0.17% | 138 |
|
|
2024
Q2 | $41K | Hold |
934
| – | – | 0.02% | 317 |
|
|
2024
Q1 | $39.7K | Hold |
934
| – | – | 0.02% | 326 |
|
|
2023
Q4 | $36.5K | Hold |
934
| – | – | 0.02% | 324 |
|
|
2023
Q3 | $32.4K | Hold |
934
| – | – | 0.02% | 325 |
|
|
2023
Q2 | $34K | Hold |
934
| – | – | 0.02% | 325 |
|
|
2023
Q1 | $35.2K | Hold |
934
| – | – | 0.02% | 321 |
|
|
2022
Q4 | $32.3K | Hold |
934
| – | – | 0.02% | 317 |
|
|
2022
Q3 | $30.2K | Sell |
934
-790
| -46% | -$25.5K | 0.02% | 314 |
|
|
2022
Q2 | $59.1K | Sell |
1,724
-46
| -3% | -$1.58K | 0.03% | 250 |
|
|
2022
Q1 | $64.7K | Hold |
1,770
| – | – | 0.03% | 243 |
|
|
2021
Q4 | $61.6K | Hold |
1,770
| – | – | 0.03% | 255 |
|
|
2021
Q3 | $59.3K | Sell |
1,770
-219
| -11% | -$7.33K | 0.03% | 234 |
|
|
2021
Q2 | $67.2K | Sell |
1,989
-221
| -10% | -$7.47K | 0.04% | 214 |
|
|
2021
Q1 | $72.8K | Sell |
2,210
-201
| -8% | -$6.62K | 0.05% | 176 |
|
|
2020
Q4 | $87.4K | Buy |
2,411
+195
| +9% | +$7.07K | 0.07% | 148 |
|
|
2020
Q3 | $80.4K | Hold |
2,216
| – | – | 0.07% | 149 |
|
|
2020
Q2 | $75K | Sell |
2,216
-200
| -8% | -$6.77K | 0.07% | 166 |
|
|
2020
Q1 | $73.3K | Buy |
2,416
+1,016
| +73% | +$30.8K | 0.08% | 173 |
|
|
2019
Q4 | $40.6K | Buy |
+1,400
| New | +$40.6K | 0.03% | 264 |
|