Holistic Financial 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 | $2.06M | Hold |
32,987
| – | – | 0.9% | 24 |
|
|
2025
Q1 | $1.94M | Hold |
32,987
| – | – | 0.94% | 20 |
|
|
2024
Q4 | $1.63M | Hold |
32,987
| – | – | 0.81% | 22 |
|
|
2024
Q3 | $1.64M | Hold |
32,987
| – | – | 0.79% | 22 |
|
|
2024
Q2 | $1.45M | Hold |
32,987
| – | – | 0.73% | 25 |
|
|
2024
Q1 | $1.39M | Hold |
32,987
| – | – | 0.7% | 26 |
|
|
2023
Q4 | $1.29M | Hold |
32,987
| – | – | 0.77% | 24 |
|
|
2023
Q3 | $1.15M | Sell |
32,987
-132
| -0.4% | -$4.62K | 0.77% | 24 |
|
|
2023
Q2 | $1.21M | Hold |
33,119
| – | – | 0.84% | 22 |
|
|
2023
Q1 | $1.24M | Hold |
33,119
| – | – | 0.97% | 19 |
|
|
2022
Q4 | $1.15M | Hold |
33,119
| – | – | 1.03% | 16 |
|
|
2022
Q3 | $1.04M | Hold |
33,119
| – | – | 1.03% | 16 |
|
|
2022
Q2 | $1.14M | Hold |
33,119
| – | – | 1.07% | 15 |
|
|
2022
Q1 | $1.22M | Hold |
33,119
| – | – | 0.78% | 24 |
|
|
2021
Q4 | $1.15M | Hold |
33,119
| – | – | 0.67% | 26 |
|
|
2021
Q3 | $1.11M | Hold |
33,119
| – | – | 0.68% | 25 |
|
|
2021
Q2 | $1.12M | Sell |
33,119
-1
| -0% | -$34 | 0.67% | 24 |
|
|
2021
Q1 | $1.08M | Hold |
33,120
| – | – | 0.71% | 22 |
|
|
2020
Q4 | $1.2M | Hold |
33,120
| – | – | 0.83% | 20 |
|
|
2020
Q3 | $1.19M | Hold |
33,120
| – | – | 0.96% | 16 |
|
|
2020
Q2 | $1.13M | Hold |
33,120
| – | – | 0.97% | 16 |
|
|
2020
Q1 | $998K | Hold |
33,120
| – | – | 1.04% | 20 |
|
|
2019
Q4 | $960K | Hold |
33,120
| – | – | 0.57% | 25 |
|
|
2019
Q3 | $934K | Hold |
33,120
| – | – | 0.83% | 19 |
|
|
2019
Q2 | $894K | Hold |
33,120
| – | – | 0.89% | 17 |
|
|
2019
Q1 | $820K | Hold |
33,120
| – | – | 0.35% | 40 |
|
|
2018
Q4 | $814K | Hold |
33,120
| – | – | 0.85% | 18 |
|
|
2018
Q3 | $757K | Hold |
33,120
| – | – | 0.71% | 19 |
|
|
2018
Q2 | $796K | Hold |
33,120
| – | – | 0.91% | 17 |
|
|
2018
Q1 | $843K | Hold |
33,120
| – | – | 0.7% | 18 |
|
|
2017
Q4 | $829K | Buy |
+33,120
| New | +$829K | 0.68% | 21 |
|