International Private 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 | $252K | Sell |
4,039
-149
| -4% | -$9.29K | 0.22% | 137 |
|
2025
Q1 | $247K | Buy |
4,188
+27
| +0.6% | +$1.59K | 0.24% | 128 |
|
2024
Q4 | $206K | Sell |
4,161
-706
| -15% | -$35K | 0.21% | 147 |
|
2024
Q3 | $242K | Sell |
4,867
-244
| -5% | -$12.1K | 0.35% | 106 |
|
2024
Q2 | $225K | Sell |
5,111
-601
| -11% | -$26.4K | 0.38% | 106 |
|
2024
Q1 | $240K | Sell |
5,712
-1,628
| -22% | -$68.4K | 0.46% | 97 |
|
2023
Q4 | $286K | Buy |
+7,340
| New | +$286K | 0.28% | 60 |
|