Insight 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 | $5.58M | Sell |
89,476
-70,430
| -44% | -$4.39M | 2.17% | 5 |
|
|
2025
Q1 | $9.43M | Sell |
159,906
-9,894
| -6% | -$583K | 1.57% | 3 |
|
|
2024
Q4 | $8.41M | Buy |
169,800
+6,076
| +4% | +$301K | 1.15% | 3 |
|
|
2024
Q3 | $8.14M | Buy |
163,724
+5,369
| +3% | +$267K | 1.61% | 4 |
|
|
2024
Q2 | $6.96M | Buy |
158,355
+1,846
| +1% | +$81.1K | 1.2% | 5 |
|
|
2024
Q1 | $6.57M | Buy |
156,509
+777
| +0.5% | +$32.6K | 1.13% | 6 |
|
|
2023
Q4 | $6.08M | Buy |
155,732
+6,809
| +5% | +$266K | 1.05% | 5 |
|
|
2023
Q3 | $5.21M | Sell |
148,923
-1,468
| -1% | -$51.4K | 1.01% | 6 |
|
|
2023
Q2 | $5.47M | Sell |
150,391
-19,665
| -12% | -$716K | 1.27% | 5 |
|
|
2023
Q1 | $6.35M | Sell |
170,056
-1,326
| -0.8% | -$49.6K | 1.43% | 4 |
|
|
2022
Q4 | $5.93M | Buy |
171,382
+70
| +0% | +$2.42K | 4.43% | 4 |
|
|
2022
Q3 | $5.4M | Sell |
171,312
-10,911
| -6% | -$344K | 5.1% | 4 |
|
|
2022
Q2 | $6.25M | Buy |
182,223
+1,337
| +0.7% | +$45.9K | 4.7% | 4 |
|
|
2022
Q1 | $6.66M | Buy |
180,886
+1,214
| +0.7% | +$44.7K | 3.7% | 4 |
|
|
2021
Q4 | $6.25M | Buy |
179,672
+2,113
| +1% | +$73.5K | 1.17% | 10 |
|
|
2021
Q3 | $5.93M | Sell |
177,559
-18,242
| -9% | -$609K | 3.18% | 10 |
|
|
2021
Q2 | $6.6M | Sell |
195,801
-3,655
| -2% | -$123K | 3.51% | 10 |
|
|
2021
Q1 | $6.49M | Buy |
199,456
+27,083
| +16% | +$881K | 3.19% | 9 |
|
|
2020
Q4 | $6.25M | Buy |
172,373
+58,077
| +51% | +$2.11M | 3.83% | 4 |
|
|
2020
Q3 | $4.11M | Buy |
114,296
+18,287
| +19% | +$658K | 3.93% | 6 |
|
|
2020
Q2 | $3.26M | Buy |
96,009
+18,319
| +24% | +$622K | 3.35% | 7 |
|
|
2020
Q1 | $2.34M | Buy |
77,690
+3,945
| +5% | +$119K | 3.05% | 10 |
|
|
2019
Q4 | $2.14M | Buy |
+73,745
| New | +$2.14M | 2.12% | 9 |
|