GSB 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 | $810K | Buy |
12,984
+1,314
| +11% | +$81.9K | 0.2% | 112 |
|
|
2025
Q1 | $688K | Sell |
11,670
-1
| -0% | -$59 | 0.18% | 117 |
|
|
2024
Q4 | $578K | Sell |
11,671
-4
| -0% | -$198 | 0.15% | 130 |
|
|
2024
Q3 | $580K | Sell |
11,675
-1,342
| -10% | -$66.7K | 0.15% | 132 |
|
|
2024
Q2 | $572K | Sell |
13,017
-59
| -0.5% | -$2.59K | 0.16% | 135 |
|
|
2024
Q1 | $549K | Sell |
13,076
-11
| -0.1% | -$462 | 0.15% | 139 |
|
|
2023
Q4 | $511K | Buy |
13,087
+1,600
| +14% | +$62.4K | 0.16% | 133 |
|
|
2023
Q3 | $402K | Sell |
11,487
-1,548
| -12% | -$54.2K | 0.13% | 141 |
|
|
2023
Q2 | $474K | Sell |
13,035
-6,754
| -34% | -$246K | 0.15% | 134 |
|
|
2023
Q1 | $716K | Buy |
19,789
+8,302
| +72% | +$301K | 0.23% | 121 |
|
|
2022
Q4 | $397K | Hold |
11,487
| – | – | 0.14% | 149 |
|
|
2022
Q3 | $362K | Hold |
11,487
| – | – | 0.13% | 158 |
|
|
2022
Q2 | $394K | Hold |
11,487
| – | – | 0.13% | 156 |
|
|
2022
Q1 | $423K | Hold |
11,487
| – | – | 0.12% | 168 |
|
|
2021
Q4 | $400K | Buy |
11,487
+1,737
| +18% | +$60.5K | 0.11% | 168 |
|
|
2021
Q3 | $326K | Sell |
9,750
-1,737
| -15% | -$58.1K | 0.17% | 113 |
|
|
2021
Q2 | $387K | Sell |
11,487
-1
| -0% | -$34 | 0.12% | 172 |
|
|
2021
Q1 | $374K | Buy |
11,488
+1,738
| +18% | +$56.6K | 0.12% | 162 |
|
|
2020
Q4 | $354K | Hold |
9,750
| – | – | 1.59% | 21 |
|
|
2020
Q3 | $351K | Buy |
+9,750
| New | +$351K | 1.6% | 22 |
|