KKM Financial’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 | $541K | Hold |
8,683
| – | – | 0.19% | 96 |
|
|
2025
Q1 | $512K | Hold |
8,683
| – | – | 0.22% | 90 |
|
|
2024
Q4 | $430K | Hold |
8,683
| – | – | 0.18% | 105 |
|
|
2024
Q3 | $432K | Sell |
8,683
-4,407
| -34% | -$219K | 0.21% | 92 |
|
|
2024
Q2 | $573K | Hold |
13,090
| – | – | 0.27% | 88 |
|
|
2024
Q1 | $550K | Hold |
13,090
| – | – | 0.27% | 89 |
|
|
2023
Q4 | $511K | Buy |
+13,090
| New | +$511K | 0.32% | 73 |
|