Lake Street Private Wealth’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 | $476K | Sell |
7,628
-52
| -0.7% | -$3.24K | 0.07% | 164 |
|
|
2025
Q1 | $453K | Buy |
+7,680
| New | +$453K | 0.07% | 160 |
|
|
2024
Q3 | – | Sell |
-21,530
| Closed | -$946K | – | 284 |
|
|
2024
Q2 | $946K | Buy |
21,530
+141
| +0.7% | +$6.19K | 0.12% | 149 |
|
|
2024
Q1 | $899K | Hold |
21,389
| – | – | 0.12% | 153 |
|
|
2023
Q4 | $835K | Sell |
21,389
-857
| -4% | -$33.4K | 0.13% | 146 |
|
|
2023
Q3 | $786K | Buy |
22,246
+92
| +0.4% | +$3.25K | 0.14% | 144 |
|
|
2023
Q2 | $806K | Hold |
22,154
| – | – | 0.14% | 146 |
|
|
2023
Q1 | $828K | Sell |
22,154
-17
| -0.1% | -$635 | 0.15% | 143 |
|
|
2022
Q4 | $767K | Sell |
22,171
-679
| -3% | -$23.5K | 0.16% | 144 |
|
|
2022
Q3 | $720K | Sell |
22,850
-3,423
| -13% | -$108K | 0.17% | 133 |
|
|
2022
Q2 | $901K | Sell |
26,273
-460
| -2% | -$15.8K | 0.19% | 120 |
|
|
2022
Q1 | $985K | Buy |
26,733
+206
| +0.8% | +$7.59K | 0.18% | 125 |
|
|
2021
Q4 | $923K | Buy |
+26,527
| New | +$923K | 0.16% | 138 |
|
|
2021
Q2 | – | Sell |
-5,877
| Closed | -$191K | – | 216 |
|
|
2021
Q1 | $191K | Buy |
+5,877
| New | +$191K | 0.05% | 200 |
|