Golden State Wealth Management’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 | $645K | Buy |
10,349
+2,531
| +32% | +$158K | 0.08% | 191 |
|
|
2025
Q1 | $461K | Buy |
7,818
+3,892
| +99% | +$229K | 0.07% | 215 |
|
|
2024
Q4 | $194K | Buy |
+3,926
| New | +$194K | 0.03% | 326 |
|
|
2022
Q1 | – | Sell |
-6,009
| Closed | -$209K | – | 330 |
|
|
2021
Q4 | $209K | Buy |
+6,009
| New | +$209K | 0.04% | 349 |
|
|
2019
Q4 | – | Sell |
-143
| Closed | -$4K | – | 446 |
|
|
2019
Q3 | $4K | Sell |
143
-2,592
| -95% | -$72.5K | ﹤0.01% | 887 |
|
|
2019
Q2 | $73K | Sell |
2,735
-400
| -13% | -$10.7K | 0.02% | 385 |
|
|
2019
Q1 | $78K | Buy |
+3,135
| New | +$78K | 0.03% | 361 |
|