Highline Wealth 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 | $2.57M | Buy |
41,232
+205
| +0.5% | +$12.8K | 0.76% | 33 |
|
|
2025
Q1 | $2.42M | Buy |
41,027
+6,075
| +17% | +$358K | 0.81% | 31 |
|
|
2024
Q4 | $1.73M | Buy |
34,952
+1,196
| +4% | +$59.2K | 0.57% | 40 |
|
|
2024
Q3 | $1.68M | Sell |
33,756
-144
| -0.4% | -$7.16K | 0.56% | 41 |
|
|
2024
Q2 | $1.49M | Buy |
33,900
+343
| +1% | +$15.1K | 0.56% | 40 |
|
|
2024
Q1 | $1.41M | Sell |
33,557
-988
| -3% | -$41.5K | 0.57% | 38 |
|
|
2023
Q4 | $1.35M | Sell |
34,545
-1,041
| -3% | -$40.6K | 0.65% | 37 |
|
|
2023
Q3 | $1.25M | Hold |
35,586
| – | – | 0.77% | 31 |
|
|
2023
Q2 | $1.29M | Buy |
35,586
+1,273
| +4% | +$46.3K | 0.82% | 34 |
|
|
2023
Q1 | $1.28M | Hold |
34,313
| – | – | 0.88% | 34 |
|
|
2022
Q4 | $1.19M | Buy |
34,313
+7,758
| +29% | +$268K | 0.88% | 34 |
|
|
2022
Q3 | $837K | Buy |
+26,555
| New | +$837K | 0.68% | 38 |
|