GoalVest Advisory’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 | $34.3K | Hold |
550
| – | – | 0.01% | 234 |
|
|
2025
Q1 | $32.4K | Hold |
550
| – | – | 0.01% | 209 |
|
|
2024
Q4 | $27.2K | Hold |
550
| – | – | 0.01% | 225 |
|
|
2024
Q3 | $27.3K | Hold |
550
| – | – | 0.01% | 241 |
|
|
2024
Q2 | $24.2K | Buy |
550
+300
| +120% | +$13.2K | 0.01% | 223 |
|
|
2024
Q1 | $10.5K | Buy |
+250
| New | +$10.5K | ﹤0.01% | 313 |
|
|
2023
Q2 | – | Sell |
-247
| Closed | -$9.23K | – | 390 |
|
|
2023
Q1 | $9.23K | Buy |
+247
| New | +$9.23K | 0.01% | 190 |
|