JSF Financial’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 | $1.85M | Buy |
29,660
+79
| +0.3% | +$4.93K | 0.44% | 33 |
|
|
2025
Q1 | $1.74M | Sell |
29,581
-4,348
| -13% | -$256K | 0.46% | 35 |
|
|
2024
Q4 | $1.68M | Sell |
33,929
-357,680
| -91% | -$17.7M | 0.45% | 37 |
|
|
2024
Q3 | $19.5M | Sell |
391,609
-11,457
| -3% | -$569K | 5.68% | 4 |
|
|
2024
Q2 | $17.7M | Sell |
403,066
-14,846
| -4% | -$652K | 5.43% | 4 |
|
|
2024
Q1 | $17.6M | Sell |
417,912
-5,469
| -1% | -$230K | 5.5% | 5 |
|
|
2023
Q4 | $16.5M | Buy |
423,381
+3,724
| +0.9% | +$145K | 5.73% | 4 |
|
|
2023
Q3 | $14.7M | Buy |
419,657
+5,286
| +1% | +$185K | 5.69% | 4 |
|
|
2023
Q2 | $15.1M | Buy |
414,371
+284,087
| +218% | +$10.3M | 5.33% | 3 |
|
|
2023
Q1 | $4.87M | Buy |
+130,284
| New | +$4.87M | 1.82% | 16 |
|