Global Financial Private Client’s iShares Gold Trust IAU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$861K Buy
2025
Q2
$703K Sell
2025
Q1
$688K Buy
2024
Q4
$534K Buy
2024
Q3
$448K Buy
2024
Q2
$41K Hold
2024
Q1
$39.7K Hold
2023
Q4
$36.5K Hold
2023
Q3
$32.4K Hold
2023
Q2
$34K Hold
2023
Q1
$35.2K Hold
2022
Q4
$32.3K Hold
2022
Q3
$30.1K Sell
2022
Q2
$59.1K Sell
2022
Q1
$64.7K Hold
2021
Q4
$61.6K Hold
2021
Q3
$59.3K Sell
2021
Q2
$67.2K Sell
2021
Q1
$72.8K Sell
2020
Q4
$87.4K Buy
2020
Q3
$80.4K Hold
2020
Q2
$75K Sell
2020
Q1
$73.3K Buy
2019
Q4
$40.6K Buy