Kathleen S. Wright Associates’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 | $415K | Buy |
6,649
+924
| +16% | +$57.6K | 0.16% | 81 |
|
|
2025
Q1 | $338K | Sell |
5,725
-100
| -2% | -$5.9K | 0.14% | 89 |
|
|
2024
Q4 | $288K | Buy |
5,825
+110
| +2% | +$5.45K | 0.12% | 96 |
|
|
2024
Q3 | $284K | Hold |
5,715
| – | – | 0.12% | 99 |
|
|
2024
Q2 | $251K | Sell |
5,715
-150
| -3% | -$6.59K | 0.12% | 99 |
|
|
2024
Q1 | $246K | Buy |
+5,865
| New | +$246K | 0.12% | 96 |
|