Journey Advisory Group’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 | $453K | Sell |
7,260
-340
| -4% | -$21.2K | 0.04% | 204 |
|
|
2025
Q1 | $448K | Sell |
7,600
-360
| -5% | -$21.2K | 0.04% | 198 |
|
|
2024
Q4 | $350K | Hold |
7,960
| – | – | 0.04% | 180 |
|
|
2024
Q3 | $350K | Hold |
7,960
| – | – | 0.04% | 180 |
|
|
2024
Q2 | $350K | Buy |
7,960
+200
| +3% | +$8.79K | 0.04% | 180 |
|
|
2024
Q1 | $326K | Hold |
7,760
| – | – | 0.04% | 188 |
|
|
2023
Q4 | $303K | Hold |
7,760
| – | – | 0.04% | 174 |
|
|
2023
Q3 | $272K | Buy |
7,760
+300
| +4% | +$10.5K | 0.04% | 182 |
|
|
2023
Q2 | $271K | Hold |
7,460
| – | – | 0.04% | 188 |
|
|
2023
Q1 | $279K | Buy |
7,460
+500
| +7% | +$18.7K | 0.04% | 192 |
|
|
2022
Q4 | $241K | Sell |
6,960
-250
| -3% | -$8.65K | 0.06% | 201 |
|
|
2022
Q3 | $227K | Sell |
7,210
-157
| -2% | -$4.94K | 0.06% | 217 |
|
|
2022
Q2 | $248K | Buy |
7,367
+1,950
| +36% | +$65.6K | 0.06% | 219 |
|
|
2022
Q1 | $200K | Buy |
+5,417
| New | +$200K | 0.05% | 216 |
|