Inlet Private Wealth’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 | $2.42M | Sell |
38,872
-140
| -0.4% | -$8.73K | 0.6% | 53 |
|
|
2025
Q1 | $2.3M | Buy |
39,012
+195
| +0.5% | +$11.5K | 0.6% | 53 |
|
|
2024
Q4 | $1.92M | Buy |
38,817
+3,030
| +8% | +$150K | 0.51% | 62 |
|
|
2024
Q3 | $1.78M | Sell |
35,787
-147
| -0.4% | -$7.31K | 0.45% | 69 |
|
|
2024
Q2 | $1.58M | Buy |
35,934
+436
| +1% | +$19.2K | 0.43% | 69 |
|
|
2024
Q1 | $1.49M | Buy |
35,498
+15,000
| +73% | +$630K | 0.42% | 69 |
|
|
2023
Q4 | $800K | Buy |
+20,498
| New | +$800K | 0.25% | 81 |
|
|
2022
Q2 | – | Sell |
-8,365
| Closed | -$308K | – | 135 |
|
|
2022
Q1 | $308K | Sell |
8,365
-4,000
| -32% | -$147K | 0.08% | 121 |
|
|
2021
Q4 | $430K | Sell |
12,365
-2,550
| -17% | -$88.7K | 0.1% | 111 |
|
|
2021
Q3 | $498K | Sell |
14,915
-3,270
| -18% | -$109K | 0.13% | 104 |
|
|
2021
Q2 | $613K | Sell |
18,185
-5,420
| -23% | -$183K | 0.16% | 96 |
|
|
2021
Q1 | $768K | Buy |
23,605
+1,750
| +8% | +$56.9K | 0.22% | 81 |
|
|
2020
Q4 | $792K | Buy |
21,855
+13,605
| +165% | +$493K | 0.26% | 77 |
|
|
2020
Q3 | $297K | Buy |
+8,250
| New | +$297K | 0.12% | 109 |
|