Keel Point’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
$641K Buy
10,285
+1,650
+19% +$103K 0.04% 245
2025
Q1
$509K Sell
8,635
-2,663
-24% -$157K 0.04% 246
2024
Q4
$559K Buy
11,298
+5,880
+109% +$291K 0.04% 214
2024
Q3
$269K Buy
+5,418
New +$269K 0.02% 355
2020
Q3
Sell
-6,076
Closed -$206K 219
2020
Q2
$206K Buy
+6,076
New +$206K 0.02% 178