IAG 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 | $111K | Hold |
1,780
| – | – | 0.01% | 142 |
|
|
2025
Q1 | $105K | Sell |
1,780
-1,188
| -40% | -$70K | 0.02% | 138 |
|
|
2024
Q4 | $147K | Hold |
2,968
| – | – | 0.03% | 109 |
|
|
2024
Q3 | $148K | Hold |
2,968
| – | – | 0.03% | 107 |
|
|
2024
Q2 | $130K | Hold |
2,968
| – | – | 0.03% | 108 |
|
|
2024
Q1 | $125K | Hold |
2,968
| – | – | 0.03% | 110 |
|
|
2023
Q4 | $116K | Buy |
2,968
+500
| +20% | +$19.5K | 0.03% | 105 |
|
|
2023
Q3 | $86.4K | Sell |
2,468
-290
| -11% | -$10.1K | 0.02% | 110 |
|
|
2023
Q2 | $100K | Hold |
2,758
| – | – | 0.03% | 115 |
|
|
2023
Q1 | $103K | Sell |
2,758
-92
| -3% | -$3.44K | 0.03% | 100 |
|
|
2022
Q4 | $98.6K | Sell |
2,850
-27
| -0.9% | -$934 | 0.03% | 99 |
|
|
2022
Q3 | $91K | Hold |
2,877
| – | – | 0.03% | 90 |
|
|
2022
Q2 | $99K | Buy |
+2,877
| New | +$99K | 0.03% | 90 |
|
|
2022
Q1 | – | Sell |
-2,508
| Closed | -$87K | – | 453 |
|
|
2021
Q4 | $87K | Hold |
2,508
| – | – | 0.03% | 97 |
|
|
2021
Q3 | $84K | Buy |
2,508
+290
| +13% | +$9.71K | 0.03% | 87 |
|
|
2021
Q2 | $75K | Sell |
2,218
-1
| -0% | -$34 | 0.03% | 94 |
|
|
2021
Q1 | $73K | Hold |
2,219
| – | – | 0.03% | 88 |
|
|
2020
Q4 | $81K | Hold |
2,219
| – | – | 0.03% | 82 |
|
|
2020
Q3 | $80K | Buy |
2,219
+1,015
| +84% | +$36.6K | 0.04% | 79 |
|
|
2020
Q2 | $41K | Hold |
1,204
| – | – | 0.02% | 112 |
|
|
2020
Q1 | $37K | Hold |
1,204
| – | – | 0.02% | 108 |
|
|
2019
Q4 | $35K | Buy |
+1,204
| New | +$35K | 0.02% | 134 |
|