Money Concepts Capital’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 | $435K | Buy |
+6,973
| New | +$435K | 0.03% | 322 |
|
|
2024
Q4 | – | Sell |
-5,300
| Closed | -$263K | – | 412 |
|
|
2024
Q3 | $263K | Sell |
5,300
-1,188
| -18% | -$59K | 0.02% | 358 |
|
|
2024
Q2 | $285K | Buy |
+6,488
| New | +$285K | 0.02% | 333 |
|
|
2024
Q1 | – | Sell |
-6,975
| Closed | -$272K | – | 394 |
|
|
2023
Q4 | $272K | Buy |
6,975
+250
| +4% | +$9.76K | 0.03% | 342 |
|
|
2023
Q3 | $235K | Buy |
+6,725
| New | +$235K | 0.02% | 321 |
|
|
2023
Q2 | – | Sell |
-51,974
| Closed | -$365K | – | 406 |
|
|
2023
Q1 | $365K | Buy |
51,974
+28,805
| +124% | +$202K | 0.02% | 332 |
|
|
2022
Q4 | $801K | Sell |
23,169
-47,313
| -67% | -$1.64M | 0.04% | 335 |
|
|
2022
Q3 | $2.22M | Sell |
70,482
-835
| -1% | -$26.3K | 0.13% | 149 |
|
|
2022
Q2 | $2.45M | Sell |
71,317
-20,123
| -22% | -$690K | 0.22% | 106 |
|
|
2022
Q1 | $3.37M | Buy |
91,440
+1,336
| +1% | +$49.2K | 0.19% | 110 |
|
|
2021
Q4 | $3.14M | Buy |
+90,104
| New | +$3.14M | 0.27% | 94 |
|
|
2021
Q1 | $3.5M | Buy |
107,603
+33,077
| +44% | +$1.08M | 0.28% | 87 |
|
|
2020
Q4 | $2.7M | Buy |
+74,526
| New | +$2.7M | 0.25% | 99 |
|