Key Financial Inc’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 | $27.7K | Buy |
+444
| New | +$27.7K | 0.01% | 619 |
|
|
2021
Q2 | – | Sell |
-546
| Closed | -$18K | – | 869 |
|
|
2021
Q1 | $18K | Hold |
546
| – | – | 0.01% | 417 |
|
|
2020
Q4 | $20K | Buy |
+546
| New | +$20K | 0.01% | 373 |
|
|
2020
Q2 | – | Sell |
-546
| Closed | -$17K | – | 331 |
|
|
2020
Q1 | $17K | Buy |
+546
| New | +$17K | 0.02% | 342 |
|