LifePlan Investment 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 | $4.28M | Sell |
68,602
-4,070
| -6% | -$254K | 2.12% | 14 |
|
|
2025
Q1 | $4.28M | Buy |
72,672
+616
| +0.9% | +$36.3K | 2.46% | 11 |
|
|
2024
Q4 | $3.57M | Buy |
72,056
+2,747
| +4% | +$136K | 2.21% | 16 |
|
|
2024
Q3 | $3.44M | Sell |
69,309
-4,587
| -6% | -$228K | 2.2% | 16 |
|
|
2024
Q2 | $3.25M | Buy |
73,896
+1,344
| +2% | +$59K | 2.34% | 14 |
|
|
2024
Q1 | $3.05M | Sell |
72,552
-1,489
| -2% | -$62.6K | 2.43% | 14 |
|
|
2023
Q4 | $2.89M | Buy |
74,041
+553
| +0.8% | +$21.6K | 2.64% | 12 |
|
|
2023
Q3 | $2.57M | Buy |
73,488
+513
| +0.7% | +$18K | 2.73% | 12 |
|
|
2023
Q2 | $2.66M | Buy |
+72,975
| New | +$2.66M | 2.97% | 13 |
|