JFS 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 | $811K | Sell |
13,004
-2,499
| -16% | -$156K | 0.05% | 169 |
|
|
2025
Q1 | $914K | Buy |
15,503
+11,641
| +301% | +$686K | 0.06% | 152 |
|
|
2024
Q4 | $191K | Hold |
3,862
| – | – | 0.01% | 293 |
|
|
2024
Q3 | $192K | Buy |
3,862
+1,507
| +64% | +$74.9K | 0.01% | 292 |
|
|
2024
Q2 | $103K | Sell |
2,355
-226
| -9% | -$9.93K | 0.01% | 303 |
|
|
2024
Q1 | $108K | Buy |
2,581
+438
| +20% | +$18.4K | 0.01% | 306 |
|
|
2023
Q4 | $83.6K | Hold |
2,143
| – | – | 0.01% | 336 |
|
|
2023
Q3 | $75K | Hold |
2,143
| – | – | 0.01% | 317 |
|
|
2023
Q2 | $78K | Hold |
2,143
| – | – | 0.01% | 308 |
|
|
2023
Q1 | $80.1K | Hold |
2,143
| – | – | 0.01% | 308 |
|
|
2022
Q4 | $74.1K | Buy |
2,143
+1,977
| +1,191% | +$68.4K | 0.01% | 321 |
|
|
2022
Q3 | $5K | Hold |
166
| – | – | ﹤0.01% | 982 |
|
|
2022
Q2 | $6K | Hold |
166
| – | – | ﹤0.01% | 935 |
|
|
2022
Q1 | $6K | Buy |
+166
| New | +$6K | ﹤0.01% | 973 |
|
|
2020
Q2 | – | Sell |
-1,647
| Closed | -$50K | – | 550 |
|
|
2020
Q1 | $50K | Hold |
1,647
| – | – | 0.02% | 220 |
|
|
2019
Q4 | $48K | Hold |
1,647
| – | – | 0.01% | 246 |
|
|
2019
Q3 | $46K | Buy |
+1,647
| New | +$46K | 0.01% | 242 |
|
|
2013
Q4 | – | Sell |
-5,949
| Closed | -$153K | – | 133 |
|
|
2013
Q3 | $153K | Hold |
5,949
| – | – | 0.07% | 120 |
|
|
2013
Q2 | $143K | Buy |
+5,949
| New | +$143K | 0.07% | 109 |
|