Inspirion Wealth Advisors’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 | $633K | Hold |
10,153
| – | – | 0.08% | 90 |
|
|
2025
Q1 | $599K | Hold |
10,153
| – | – | 0.08% | 86 |
|
|
2024
Q4 | $508K | Hold |
10,153
| – | – | 0.07% | 92 |
|
|
2024
Q3 | $505K | Sell |
10,153
-40
| -0.4% | -$1.99K | 0.07% | 96 |
|
|
2024
Q2 | $448K | Hold |
10,193
| – | – | 0.07% | 96 |
|
|
2024
Q1 | $428K | Hold |
10,193
| – | – | 0.07% | 97 |
|
|
2023
Q4 | $397K | Buy |
10,193
+40
| +0.4% | +$1.56K | 0.07% | 96 |
|
|
2023
Q3 | $355K | Sell |
10,153
-800
| -7% | -$28K | 0.07% | 96 |
|
|
2023
Q2 | $399K | Buy |
10,953
+1,893
| +21% | +$68.9K | 0.08% | 94 |
|
|
2023
Q1 | $339K | Buy |
9,060
+2,785
| +44% | +$104K | 0.07% | 95 |
|
|
2022
Q4 | $217K | Buy |
+6,275
| New | +$217K | 0.05% | 118 |
|
|
2022
Q3 | – | Sell |
-6,275
| Closed | -$215K | – | 121 |
|
|
2022
Q2 | $215K | Buy |
+6,275
| New | +$215K | 0.05% | 109 |
|