Koa Wealth Management’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 | $427K | Sell |
6,847
-900
| -12% | -$56.1K | 0.34% | 44 |
|
|
2025
Q1 | $457K | Buy |
7,747
+1,033
| +15% | +$60.9K | 0.37% | 41 |
|
|
2024
Q4 | $332K | Buy |
6,714
+51
| +0.8% | +$2.53K | 0.27% | 42 |
|
|
2024
Q3 | $331K | Sell |
6,663
-200
| -3% | -$9.94K | 0.26% | 42 |
|
|
2024
Q2 | $301K | Sell |
6,863
-250
| -4% | -$11K | 0.25% | 44 |
|
|
2024
Q1 | $299K | Hold |
7,113
| – | – | 0.27% | 43 |
|
|
2023
Q4 | $278K | Buy |
+7,113
| New | +$278K | 0.27% | 44 |
|