Howard Financial Services’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 | $396K | Sell |
6,358
-1,666
| -21% | -$104K | 0.05% | 124 |
|
|
2025
Q1 | $473K | Hold |
8,024
| – | – | 0.06% | 104 |
|
|
2024
Q4 | $397K | Buy |
8,024
+250
| +3% | +$12.4K | 0.05% | 121 |
|
|
2024
Q3 | $386K | Buy |
7,774
+220
| +3% | +$10.9K | 0.06% | 108 |
|
|
2024
Q2 | $332K | Buy |
7,554
+316
| +4% | +$13.9K | 0.05% | 113 |
|
|
2024
Q1 | $304K | Buy |
7,238
+365
| +5% | +$15.3K | 0.05% | 122 |
|
|
2023
Q4 | $268K | Sell |
6,873
-100
| -1% | -$3.9K | 0.05% | 126 |
|
|
2023
Q3 | $244K | Buy |
6,973
+100
| +1% | +$3.5K | 0.06% | 124 |
|
|
2023
Q2 | $250K | Buy |
6,873
+924
| +16% | +$33.6K | 0.06% | 121 |
|
|
2023
Q1 | $222K | Sell |
5,949
-17
| -0.3% | -$635 | 0.05% | 123 |
|
|
2022
Q4 | $206K | Buy |
+5,966
| New | +$206K | 0.05% | 127 |
|
|
2022
Q2 | – | Sell |
-5,464
| Closed | -$201K | – | 128 |
|
|
2022
Q1 | $201K | Buy |
+5,464
| New | +$201K | 0.06% | 125 |
|