Golden State Equity Partners’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 | $1.16M | Sell |
18,568
-2,220
| -11% | -$138K | 0.21% | 113 |
|
|
2025
Q1 | $1.23M | Sell |
20,788
-1,364
| -6% | -$80.4K | 0.24% | 105 |
|
|
2024
Q4 | $1.1M | Buy |
+22,152
| New | +$1.1M | 0.21% | 121 |
|
|
2024
Q3 | – | Sell |
-22,039
| Closed | -$968K | – | 852 |
|
|
2024
Q2 | $968K | Buy |
+22,039
| New | +$968K | 0.2% | 122 |
|
|
2023
Q4 | $1.01M | Sell |
25,975
-5,879
| -18% | -$229K | 0.25% | 105 |
|
|
2023
Q3 | $1.11M | Sell |
31,854
-318
| -1% | -$11.1K | 0.31% | 85 |
|
|
2023
Q2 | $1.17M | Sell |
32,172
-7,788
| -19% | -$283K | 0.33% | 73 |
|
|
2023
Q1 | $1.49M | Buy |
+39,960
| New | +$1.49M | 0.81% | 38 |
|
|
2022
Q1 | $3.12M | Sell |
84,819
-2,691
| -3% | -$99.1K | 1.57% | 17 |
|
|
2021
Q4 | $3.05M | Buy |
87,510
+28,292
| +48% | +$985K | 1.54% | 19 |
|
|
2021
Q3 | $1.98M | Buy |
+59,218
| New | +$1.98M | 0.81% | 30 |
|
|
2021
Q2 | – | Sell |
-56,597
| Closed | -$1.84M | – | 259 |
|
|
2021
Q1 | $1.84M | Buy |
56,597
+13,872
| +32% | +$451K | 1.05% | 24 |
|
|
2020
Q4 | $1.55M | Buy |
+42,725
| New | +$1.55M | 1.07% | 24 |
|