M. Kulyk & Associates’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 | $239K | Hold |
3,836
| – | – | 0.05% | 95 |
|
|
2025
Q1 | $226K | Buy |
+3,836
| New | +$226K | 0.05% | 93 |
|
|
2023
Q3 | – | Sell |
-6,486
| Closed | -$236K | – | 99 |
|
|
2023
Q2 | $236K | Hold |
6,486
| – | – | 0.07% | 98 |
|
|
2023
Q1 | $242K | Hold |
6,486
| – | – | 0.07% | 94 |
|
|
2022
Q4 | $224K | Hold |
6,486
| – | – | 0.07% | 96 |
|
|
2022
Q3 | $205K | Sell |
6,486
-335
| -5% | -$10.6K | 0.07% | 100 |
|
|
2022
Q2 | $234K | Hold |
6,821
| – | – | 0.07% | 89 |
|
|
2022
Q1 | $251K | Hold |
6,821
| – | – | 0.07% | 93 |
|
|
2021
Q4 | $237K | Sell |
6,821
-1,001
| -13% | -$34.8K | 0.06% | 90 |
|
|
2021
Q3 | $261K | Buy |
7,822
+1,336
| +21% | +$44.6K | 0.08% | 63 |
|
|
2021
Q2 | $219K | Sell |
6,486
-1
| -0% | -$34 | 0.08% | 61 |
|
|
2021
Q1 | $211K | Hold |
6,487
| – | – | 0.08% | 71 |
|
|
2020
Q4 | $235K | Buy |
+6,487
| New | +$235K | 0.13% | 48 |
|