LifePlan Financial’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 | $10.1M | Sell |
161,217
-15,056
| -9% | -$939K | 8.33% | 1 |
|
|
2025
Q1 | $10.4M | Sell |
176,273
-4,645
| -3% | -$274K | 9.06% | 1 |
|
|
2024
Q4 | $8.96M | Sell |
180,918
-8,521
| -4% | -$422K | 7.91% | 1 |
|
|
2024
Q3 | $9.42M | Sell |
189,439
-3,698
| -2% | -$184K | 8.08% | 1 |
|
|
2024
Q2 | $8.48M | Sell |
193,137
-4,576
| -2% | -$201K | 7.81% | 1 |
|
|
2024
Q1 | $8.31M | Buy |
197,713
+5,000
| +3% | +$210K | 7.61% | 1 |
|
|
2023
Q4 | $7.52M | Buy |
+192,713
| New | +$7.52M | 7.53% | 1 |
|