Keebeck 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 | $1.95M | Sell |
31,290
-6,869
| -18% | -$428K | 0.26% | 98 |
|
|
2025
Q1 | $2.25M | Buy |
38,159
+27,013
| +242% | +$1.59M | 0.33% | 87 |
|
|
2024
Q4 | $552K | Sell |
11,146
-879
| -7% | -$43.5K | 0.08% | 162 |
|
|
2024
Q3 | $598K | Hold |
12,025
| – | – | 0.09% | 158 |
|
|
2024
Q2 | $528K | Hold |
12,025
| – | – | 0.08% | 172 |
|
|
2024
Q1 | $505K | Hold |
12,025
| – | – | 0.07% | 186 |
|
|
2023
Q4 | $469K | Sell |
12,025
-1,665
| -12% | -$65K | 0.08% | 185 |
|
|
2023
Q3 | $479K | Buy |
13,690
+1,150
| +9% | +$40.2K | 0.08% | 179 |
|
|
2023
Q2 | $456K | Hold |
12,540
| – | – | 0.06% | 187 |
|
|
2023
Q1 | $469K | Buy |
12,540
+1,000
| +9% | +$37.4K | 0.08% | 167 |
|
|
2022
Q4 | $399K | Hold |
11,540
| – | – | 0.07% | 173 |
|
|
2022
Q3 | $364K | Sell |
11,540
-5,725
| -33% | -$181K | 0.07% | 173 |
|
|
2022
Q2 | $592K | Hold |
17,265
| – | – | 0.11% | 140 |
|
|
2022
Q1 | $636K | Buy |
17,265
+5,715
| +49% | +$211K | 0.11% | 145 |
|
|
2021
Q4 | $402K | Buy |
+11,550
| New | +$402K | 0.07% | 163 |
|
|
2021
Q1 | – | Sell |
-11,205
| Closed | -$406K | – | 234 |
|
|
2020
Q4 | $406K | Buy |
+11,205
| New | +$406K | 0.07% | 162 |
|