Keystone Financial Group (Kentucky)’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 | $3.9M | Sell |
62,463
-5,920
| -9% | -$369K | 0.35% | 57 |
|
|
2025
Q1 | $4.03M | Buy |
68,383
+57,871
| +551% | +$3.41M | 0.41% | 55 |
|
|
2024
Q4 | $520K | Buy |
+10,512
| New | +$520K | 0.05% | 209 |
|
|
2022
Q1 | – | Sell |
-14,289
| Closed | -$497K | – | 306 |
|
|
2021
Q4 | $497K | Sell |
14,289
-2,655
| -16% | -$92.3K | 0.08% | 165 |
|
|
2021
Q3 | $566K | Sell |
16,944
-44,238
| -72% | -$1.48M | 0.1% | 146 |
|
|
2021
Q2 | $2.06M | Sell |
61,182
-49,610
| -45% | -$1.67M | 0.37% | 62 |
|
|
2021
Q1 | $3.6M | Buy |
110,792
+44,751
| +68% | +$1.46M | 0.7% | 34 |
|
|
2020
Q4 | $2.4M | Buy |
+66,041
| New | +$2.4M | 0.5% | 49 |
|