Horizons 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 | $138K | Sell |
2,216
-83
| -4% | -$5.18K | 0.1% | 70 |
|
|
2025
Q1 | $136K | Sell |
2,299
-73
| -3% | -$4.3K | 0.1% | 69 |
|
|
2024
Q4 | $117K | Sell |
2,372
-94
| -4% | -$4.65K | 0.09% | 70 |
|
|
2024
Q3 | $123K | Sell |
2,466
-118
| -5% | -$5.87K | 0.09% | 72 |
|
|
2024
Q2 | $117K | Sell |
2,584
-114
| -4% | -$5.17K | 0.09% | 73 |
|
|
2024
Q1 | $105K | Hold |
2,698
| – | – | 0.07% | 74 |
|
|
2023
Q4 | $105K | Sell |
2,698
-27
| -1% | -$1.05K | 0.07% | 74 |
|
|
2023
Q3 | $95.3K | Sell |
2,725
-135
| -5% | -$4.72K | 0.07% | 76 |
|
|
2023
Q2 | $104K | Hold |
2,860
| – | – | 0.07% | 77 |
|
|
2023
Q1 | $107K | Sell |
2,860
-578
| -17% | -$21.6K | 0.08% | 70 |
|
|
2022
Q4 | $119K | Sell |
3,438
-160
| -4% | -$5.54K | 0.1% | 67 |
|
|
2022
Q3 | $113K | Hold |
3,598
| – | – | 0.1% | 59 |
|
|
2022
Q2 | $120K | Buy |
+3,598
| New | +$120K | 0.1% | 61 |
|