Independent Wealth Network’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 | $998K | Buy |
15,998
+761
| +5% | +$47.5K | 0.36% | 74 |
|
|
2025
Q1 | $898K | Buy |
15,237
+2,849
| +23% | +$168K | 0.36% | 74 |
|
|
2024
Q4 | $613K | Sell |
12,388
-3,176
| -20% | -$157K | 0.25% | 96 |
|
|
2024
Q3 | $774K | Buy |
15,564
+4,718
| +43% | +$234K | 0.34% | 75 |
|
|
2024
Q2 | $476K | Sell |
10,846
-811
| -7% | -$35.6K | 0.22% | 120 |
|
|
2024
Q1 | $490K | Sell |
11,657
-643
| -5% | -$27K | 0.23% | 117 |
|
|
2023
Q4 | $480K | Buy |
12,300
+2,211
| +22% | +$86.3K | 0.25% | 107 |
|
|
2023
Q3 | $353K | Sell |
10,089
-45
| -0.4% | -$1.58K | 0.22% | 118 |
|
|
2023
Q2 | $369K | Sell |
10,134
-569
| -5% | -$20.7K | 0.22% | 117 |
|
|
2023
Q1 | $400K | Buy |
10,703
+1,703
| +19% | +$63.6K | 0.26% | 97 |
|
|
2022
Q4 | $311K | Sell |
9,000
-625
| -6% | -$21.6K | 0.21% | 122 |
|
|
2022
Q3 | $303K | Buy |
9,625
+2,246
| +30% | +$70.7K | 0.24% | 120 |
|
|
2022
Q2 | $253K | Sell |
7,379
-1,524
| -17% | -$52.3K | 0.18% | 139 |
|
|
2022
Q1 | $328K | Buy |
8,903
+1,543
| +21% | +$56.8K | 0.21% | 130 |
|
|
2021
Q4 | $256K | Sell |
7,360
-1,434
| -16% | -$49.9K | 0.16% | 160 |
|
|
2021
Q3 | $297K | Buy |
+8,794
| New | +$297K | 0.19% | 134 |
|