LM 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 | $3.5M | Hold |
56,142
| – | – | 0.45% | 36 |
|
|
2025
Q1 | $3.31M | Buy |
56,142
+3,795
| +7% | +$224K | 0.6% | 34 |
|
|
2024
Q4 | $2.59M | Sell |
52,347
-1
| -0% | -$50 | 0.46% | 41 |
|
|
2024
Q3 | $2.6M | Sell |
52,348
-450
| -0.9% | -$22.4K | 0.53% | 39 |
|
|
2024
Q2 | $2.32M | Hold |
52,798
| – | – | ﹤0.01% | 63 |
|
|
2024
Q1 | $2.22M | Hold |
52,798
| – | – | 0.35% | 59 |
|
|
2023
Q4 | $2.06M | Buy |
+52,798
| New | +$2.06M | 0.41% | 52 |
|