Greenhouse 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
$1.57M Hold
25,196
1.01% 13
2025
Q1
$1.49M Hold
25,196
1.11% 12
2024
Q4
$1.25M Hold
25,196
0.82% 15
2024
Q3
$1.25M Hold
25,196
0.84% 17
2024
Q2
$1.11M Hold
25,196
0.81% 17
2024
Q1
$1.06M Sell
25,196
-25
-0.1% -$1.05K 0.79% 16
2023
Q4
$984K Hold
25,221
0.8% 17
2023
Q3
$882K Sell
25,221
-17
-0.1% -$595 0.79% 17
2023
Q2
$918K Sell
25,238
-16
-0.1% -$582 0.81% 17
2023
Q1
$944K Sell
25,254
-37
-0.1% -$1.38K 0.89% 17
2022
Q4
$875K Sell
25,291
-184
-0.7% -$6.37K 0.88% 16
2022
Q3
$803K Sell
25,475
-496
-2% -$15.6K 0.89% 17
2022
Q2
$891K Buy
25,971
+466
+2% +$16K 0.96% 16
2022
Q1
$939K Hold
25,505
0.88% 17
2021
Q4
$888K Sell
25,505
-23,500
-48% -$818K 0.79% 18
2021
Q3
$1.64M Sell
49,005
-14,745
-23% -$493K 1.55% 10
2021
Q2
$2.15M Hold
63,750
1.99% 10
2021
Q1
$2.07M Hold
63,750
2.06% 10
2020
Q4
$2.31M Buy
+63,750
New +$2.31M 2.28% 9