Lifeworks 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 | $12.1M | Sell |
194,483
-8,482
| -4% | -$529K | 1.81% | 8 |
|
|
2025
Q1 | $12M | Buy |
202,965
+31,223
| +18% | +$1.84M | 1.99% | 7 |
|
|
2024
Q4 | $8.5M | Buy |
171,742
+26,290
| +18% | +$1.3M | 1.53% | 8 |
|
|
2024
Q3 | $7.23M | Buy |
145,452
+29,286
| +25% | +$1.46M | 1.42% | 10 |
|
|
2024
Q2 | $5.1M | Buy |
116,166
+6,785
| +6% | +$298K | 1.42% | 23 |
|
|
2024
Q1 | $4.6M | Buy |
109,381
+26,702
| +32% | +$1.12M | 1.29% | 23 |
|
|
2023
Q4 | $3.23M | Buy |
82,679
+15,669
| +23% | +$612K | 1.11% | 29 |
|
|
2023
Q3 | $2.34M | Buy |
67,010
+21,804
| +48% | +$763K | 0.91% | 34 |
|
|
2023
Q2 | $1.65M | Buy |
45,206
+24,566
| +119% | +$894K | 0.7% | 44 |
|
|
2023
Q1 | $771K | Buy |
+20,640
| New | +$771K | 0.36% | 86 |
|