McClarren Financial 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
Q1 | – | Sell |
-1,500
| Closed | -$74K | – | 321 |
|
|
2024
Q4 | $74K | Buy |
+1,500
| New | +$74K | 0.21% | 65 |
|
|
2024
Q3 | – | Sell |
-43
| Closed | -$65K | – | 290 |
|
|
2024
Q2 | $65K | Sell |
43
-1,457
| -97% | -$2.2M | 0.05% | 129 |
|
|
2024
Q1 | $64K | Hold |
1,500
| – | – | 0.05% | 128 |
|
|
2023
Q4 | $59K | Hold |
1,500
| – | – | 0.04% | 142 |
|
|
2023
Q3 | $52K | Hold |
1,500
| – | – | 0.05% | 141 |
|
|
2023
Q2 | $54K | Hold |
1,500
| – | – | 0.04% | 146 |
|
|
2023
Q1 | $56K | Hold |
1,500
| – | – | 0.05% | 132 |
|
|
2022
Q4 | $51K | Hold |
1,500
| – | – | 0.05% | 143 |
|
|
2022
Q3 | $47K | Buy |
+1,500
| New | +$47K | 0.05% | 134 |
|