Great Diamond 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 | $497K | Sell |
7,967
-267
| -3% | -$16.7K | 0.1% | 152 |
|
|
2025
Q1 | $485K | Hold |
8,234
| – | – | 0.13% | 116 |
|
|
2024
Q4 | $408K | Hold |
8,234
| – | – | 0.11% | 124 |
|
|
2024
Q3 | $409K | Buy |
8,234
+64
| +0.8% | +$3.18K | 0.1% | 125 |
|
|
2024
Q2 | $359K | Sell |
8,170
-9
| -0.1% | -$395 | 0.08% | 152 |
|
|
2024
Q1 | $344K | Sell |
8,179
-330
| -4% | -$13.9K | 0.08% | 163 |
|
|
2023
Q4 | $332K | Buy |
8,509
+616
| +8% | +$24K | 0.08% | 167 |
|
|
2023
Q3 | $276K | Sell |
7,893
-540
| -6% | -$18.9K | 0.07% | 179 |
|
|
2023
Q2 | $307K | Buy |
+8,433
| New | +$307K | 0.08% | 171 |
|