HB 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 | $12.8M | Buy |
204,655
+8,621
| +4% | +$538K | 0.1% | 107 |
|
|
2025
Q1 | $11.6M | Buy |
196,034
+116,067
| +145% | +$6.84M | 0.1% | 117 |
|
|
2024
Q4 | $3.96M | Buy |
79,967
+8,110
| +11% | +$402K | 0.04% | 187 |
|
|
2024
Q3 | $3.57M | Sell |
71,857
-1,464
| -2% | -$72.8K | 0.04% | 195 |
|
|
2024
Q2 | $3.22M | Buy |
73,321
+2
| +0% | +$88 | 0.04% | 194 |
|
|
2024
Q1 | $3.08M | Buy |
73,319
+1,376
| +2% | +$57.8K | 0.04% | 190 |
|
|
2023
Q4 | $2.81M | Sell |
71,943
-1,880
| -3% | -$73.4K | 0.04% | 183 |
|
|
2023
Q3 | $2.58M | Buy |
73,823
+150
| +0.2% | +$5.25K | 0.04% | 175 |
|
|
2023
Q2 | $2.68M | Sell |
73,673
-450
| -0.6% | -$16.4K | 0.04% | 172 |
|
|
2023
Q1 | $2.77M | Sell |
74,123
-476
| -0.6% | -$17.8K | 0.05% | 163 |
|
|
2022
Q4 | $2.58M | Buy |
74,599
+226
| +0.3% | +$7.82K | 0.05% | 172 |
|
|
2022
Q3 | $2.35M | Sell |
74,373
-393
| -0.5% | -$12.4K | 0.05% | 162 |
|
|
2022
Q2 | $2.57M | Buy |
74,766
+375
| +0.5% | +$12.9K | 0.05% | 152 |
|
|
2022
Q1 | $2.74M | Buy |
74,391
+41,389
| +125% | +$1.52M | 0.05% | 152 |
|
|
2021
Q4 | $1.15M | Buy |
+33,002
| New | +$1.15M | 0.02% | 225 |
|