IHT 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 | $4.22M | Buy |
67,710
+21,342
| +46% | +$1.33M | 0.12% | 173 |
|
|
2025
Q1 | $2.73M | Buy |
46,368
+189
| +0.4% | +$11.1K | 0.09% | 225 |
|
|
2024
Q4 | $2.29M | Sell |
46,179
-14,207
| -24% | -$703K | 0.07% | 244 |
|
|
2024
Q3 | $3.01M | Buy |
60,386
+14,613
| +32% | +$728K | 0.09% | 237 |
|
|
2024
Q2 | $2.01M | Sell |
45,773
-5,282
| -10% | -$232K | 0.08% | 258 |
|
|
2024
Q1 | $2.14M | Sell |
51,055
-1,233
| -2% | -$51.8K | 0.09% | 236 |
|
|
2023
Q4 | $2.04M | Buy |
52,288
+10,127
| +24% | +$395K | 0.09% | 221 |
|
|
2023
Q3 | $1.48M | Buy |
42,161
+5
| +0% | +$175 | 0.07% | 257 |
|
|
2023
Q2 | $1.53M | Sell |
42,156
-3,648
| -8% | -$133K | 0.08% | 236 |
|
|
2023
Q1 | $1.71M | Buy |
45,804
+2,030
| +5% | +$75.9K | 0.1% | 203 |
|
|
2022
Q4 | $1.51M | Buy |
43,774
+1,793
| +4% | +$62K | 0.1% | 224 |
|
|
2022
Q3 | $1.32M | Buy |
41,981
+15,241
| +57% | +$481K | 0.1% | 226 |
|
|
2022
Q2 | $917K | Buy |
+26,740
| New | +$917K | 0.08% | 252 |
|
|
2022
Q1 | – | Sell |
-21,214
| Closed | -$738K | – | 808 |
|
|
2021
Q4 | $738K | Buy |
21,214
+3,558
| +20% | +$124K | 0.05% | 329 |
|
|
2021
Q3 | $590K | Sell |
17,656
-4,461
| -20% | -$149K | 0.05% | 375 |
|
|
2021
Q2 | $746K | Buy |
22,117
+528
| +2% | +$17.8K | 0.05% | 398 |
|
|
2021
Q1 | $702K | Buy |
21,589
+2,301
| +12% | +$74.8K | 0.05% | 354 |
|
|
2020
Q4 | $699K | Buy |
19,288
+3,905
| +25% | +$142K | 0.06% | 316 |
|
|
2020
Q3 | $553K | Buy |
15,383
+5,022
| +48% | +$181K | 0.06% | 323 |
|
|
2020
Q2 | $352K | Sell |
10,361
-436
| -4% | -$14.8K | 0.05% | 366 |
|
|
2020
Q1 | $325K | Buy |
10,797
+5,386
| +100% | +$162K | 0.05% | 376 |
|
|
2019
Q4 | $157K | Buy |
5,411
+105
| +2% | +$3.05K | 0.02% | 582 |
|
|
2019
Q3 | $150K | Buy |
+5,306
| New | +$150K | 0.02% | 566 |
|
|
2018
Q4 | – | Sell |
-9,887
| Closed | -$226K | – | 494 |
|
|
2018
Q3 | $226K | Buy |
9,887
+1,725
| +21% | +$39.4K | 0.05% | 383 |
|
|
2018
Q2 | $196K | Buy |
8,162
+2,133
| +35% | +$51.2K | 0.05% | 388 |
|
|
2018
Q1 | $155K | Buy |
6,029
+1,252
| +26% | +$32.2K | 0.04% | 398 |
|
|
2017
Q4 | $121K | Buy |
4,777
+2,944
| +161% | +$74.6K | 0.03% | 447 |
|
|
2017
Q3 | $45K | Hold |
1,833
| – | – | 0.02% | 549 |
|
|
2017
Q2 | $176 | Sell |
1,833
-125
| -6% | -$12 | 0.09% | 250 |
|
|
2017
Q1 | $47K | Hold |
1,958
| – | – | 0.03% | 431 |
|
|
2016
Q4 | $44K | Buy |
+1,958
| New | +$44K | 0.03% | 412 |
|