Latitude 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 | $1.52M | Buy |
+24,387
| New | +$1.52M | 0.77% | 26 |
|
|
2021
Q3 | – | Sell |
-7,929
| Closed | -$267K | – | 286 |
|
|
2021
Q2 | $267K | Sell |
7,929
-1,050
| -12% | -$35.4K | 0.2% | 132 |
|
|
2021
Q1 | $264K | Buy |
8,979
+1,113
| +14% | +$32.7K | 0.22% | 117 |
|
|
2020
Q4 | $285K | Buy |
+7,866
| New | +$285K | 0.25% | 101 |
|