Laidlaw 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
Q1 | – | Sell |
-49,645
| Closed | -$2.46M | – | 95 |
|
|
2024
Q4 | $2.46M | Sell |
49,645
-815
| -2% | -$40.4K | 1.07% | 23 |
|
|
2024
Q3 | $2.51M | Sell |
50,460
-2,173
| -4% | -$108K | 1.24% | 22 |
|
|
2024
Q2 | $2.31M | Sell |
52,633
-1,048
| -2% | -$46K | 1.27% | 22 |
|
|
2024
Q1 | $2.26M | Sell |
53,681
-5,577
| -9% | -$234K | 1.26% | 19 |
|
|
2023
Q4 | $2.31M | Sell |
59,258
-33,821
| -36% | -$1.32M | 0.84% | 29 |
|
|
2023
Q3 | $3.26M | Sell |
93,079
-12,676
| -12% | -$444K | 1.08% | 18 |
|
|
2023
Q2 | $3.85M | Sell |
105,755
-1,522
| -1% | -$55.4K | 0.75% | 30 |
|
|
2023
Q1 | $4.01M | Sell |
107,277
-5,555
| -5% | -$208K | 0.82% | 25 |
|
|
2022
Q4 | $3.9M | Sell |
112,832
-3,627
| -3% | -$125K | 0.84% | 23 |
|
|
2022
Q3 | $3.67M | Buy |
116,459
+2,663
| +2% | +$84K | 0.86% | 24 |
|
|
2022
Q2 | $3.9M | Sell |
113,796
-3,844
| -3% | -$132K | 0.8% | 26 |
|
|
2022
Q1 | $4.33M | Buy |
117,640
+2,167
| +2% | +$79.8K | 0.72% | 30 |
|
|
2021
Q4 | $4.02M | Buy |
115,473
+8,865
| +8% | +$309K | 0.64% | 35 |
|
|
2021
Q3 | $3.56M | Sell |
106,608
-6,404
| -6% | -$214K | 0.91% | 28 |
|
|
2021
Q2 | $3.81M | Buy |
113,012
+9,181
| +9% | +$310K | 0.98% | 25 |
|
|
2021
Q1 | $3.38M | Buy |
103,831
+14,810
| +17% | +$482K | 1.15% | 20 |
|
|
2020
Q4 | $3.23M | Buy |
89,021
+11,792
| +15% | +$428K | 0.68% | 32 |
|
|
2020
Q3 | $2.78M | Buy |
77,229
+16,317
| +27% | +$587K | 1.23% | 13 |
|
|
2020
Q2 | $2.07M | Buy |
60,912
+8,810
| +17% | +$299K | 1.08% | 20 |
|
|
2020
Q1 | $1.57M | Buy |
52,102
+10,093
| +24% | +$304K | 1.03% | 27 |
|
|
2019
Q4 | $1.22M | Buy |
+42,009
| New | +$1.22M | 0.77% | 47 |
|