Narus Financial Partners’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 | $1.12M | Buy |
18,025
+2,003
| +13% | +$125K | 0.35% | 48 |
|
|
2025
Q1 | $945K | Sell |
16,022
-765
| -5% | -$45.1K | 0.32% | 52 |
|
|
2024
Q4 | $831K | Sell |
16,787
-1,366
| -8% | -$67.6K | 0.28% | 59 |
|
|
2024
Q3 | $902K | Sell |
18,153
-414
| -2% | -$20.6K | 0.32% | 58 |
|
|
2024
Q2 | $816K | Sell |
18,567
-348
| -2% | -$15.3K | 0.33% | 59 |
|
|
2024
Q1 | $795K | Sell |
18,915
-338
| -2% | -$14.2K | 0.34% | 59 |
|
|
2023
Q4 | $751K | Sell |
19,253
-1,571
| -8% | -$61.3K | 0.36% | 57 |
|
|
2023
Q3 | $729K | Buy |
20,824
+1,596
| +8% | +$55.8K | 0.37% | 50 |
|
|
2023
Q2 | $700K | Buy |
19,228
+1,939
| +11% | +$70.6K | 0.36% | 52 |
|
|
2023
Q1 | $646K | Buy |
17,289
+5,552
| +47% | +$207K | 0.35% | 54 |
|
|
2022
Q4 | $406K | Buy |
11,737
+3,775
| +47% | +$131K | 0.23% | 69 |
|
|
2022
Q3 | $251K | Buy |
7,962
+1,089
| +16% | +$34.3K | 0.16% | 89 |
|
|
2022
Q2 | $236K | Buy |
6,873
+152
| +2% | +$5.22K | 0.15% | 91 |
|
|
2022
Q1 | $248K | Buy |
+6,721
| New | +$248K | 0.14% | 96 |
|
|
2017
Q3 | $158K | Hold |
6,420
| – | – | 0.14% | 79 |
|
|
2017
Q2 | $153K | Buy |
6,420
+118
| +2% | +$2.81K | 0.14% | 74 |
|
|
2017
Q1 | $151K | Hold |
6,302
| – | – | 0.15% | 72 |
|
|
2016
Q4 | $140K | Buy |
+6,302
| New | +$140K | 0.15% | 71 |
|