Kingswood Wealth Advisors’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 | $1.38M | Sell |
22,200
-948
| -4% | -$59.1K | 0.11% | 200 |
|
|
2025
Q1 | $1.36M | Sell |
23,148
-7,929
| -26% | -$467K | 0.12% | 193 |
|
|
2024
Q4 | $1.54M | Buy |
+31,077
| New | +$1.54M | 0.12% | 186 |
|
|
2024
Q3 | – | Sell |
-19,037
| Closed | -$836K | – | 707 |
|
|
2024
Q2 | $836K | Buy |
19,037
+24
| +0.1% | +$1.05K | 0.08% | 267 |
|
|
2024
Q1 | $799K | Sell |
19,013
-520
| -3% | -$21.8K | 0.09% | 243 |
|
|
2023
Q4 | $762K | Buy |
19,533
+13,101
| +204% | +$511K | 0.09% | 248 |
|
|
2023
Q3 | $434K | Sell |
6,432
-31,377
| -83% | -$2.12M | 0.07% | 276 |
|
|
2023
Q2 | $1.38M | Buy |
+37,809
| New | +$1.38M | 0.44% | 54 |
|