Legacy Bridge’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
$130K Buy
2,079
+1,500
+259% +$93.5K 0.06% 149
2025
Q1
$34.1K Hold
579
0.02% 196
2024
Q4
$28.7K Hold
579
0.01% 215
2024
Q3
$28.8K Hold
579
0.02% 218
2024
Q2
$25.4K Hold
579
0.02% 211
2024
Q1
$24.3K Buy
579
+79
+16% +$3.32K 0.01% 232
2023
Q4
$19.5K Hold
500
0.01% 232
2023
Q3
$17.5K Hold
500
0.01% 231
2023
Q2
$18.2K Hold
500
0.01% 232
2023
Q1
$18.7K Hold
500
0.01% 230
2022
Q4
$17.3K Hold
500
0.01% 236
2022
Q3
$16K Hold
500
0.01% 221
2022
Q2
$17K Hold
500
0.01% 226
2022
Q1
$18K Hold
500
0.01% 234
2021
Q4
$17K Hold
500
0.01% 246
2021
Q3
$17K Buy
+500
New +$17K 0.01% 240