Kaydan Wealth Management’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 | $22.4M | Sell |
359,245
-7,677
| -2% | -$479K | 7.34% | 4 |
|
|
2025
Q1 | $21.6M | Buy |
366,922
+129,532
| +55% | +$7.64M | 6.94% | 5 |
|
|
2024
Q4 | $11.8M | Sell |
237,390
-147,399
| -38% | -$7.3M | 3.91% | 8 |
|
|
2024
Q3 | $19.1M | Sell |
384,789
-4,195
| -1% | -$208K | 5.64% | 8 |
|
|
2024
Q2 | $17.1M | Sell |
388,984
-165,072
| -30% | -$7.25M | 6.06% | 7 |
|
|
2024
Q1 | $23.3M | Buy |
554,056
+170,045
| +44% | +$7.14M | 7.94% | 5 |
|
|
2023
Q4 | $15M | Buy |
+384,011
| New | +$15M | 6.09% | 7 |
|
|
2022
Q3 | – | Sell |
-6,518
| Closed | -$224K | – | 86 |
|
|
2022
Q2 | $224K | Sell |
6,518
-1,424
| -18% | -$48.9K | 0.12% | 84 |
|
|
2022
Q1 | $293K | Sell |
7,942
-513
| -6% | -$18.9K | 0.13% | 86 |
|
|
2021
Q4 | $294K | Buy |
+8,455
| New | +$294K | 0.11% | 86 |
|