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 |
|