Naviter Wealth’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 | $1.94M | Buy |
31,180
+360
| +1% | +$22.5K | 0.24% | 113 |
|
|
2025
Q1 | $1.79M | Buy |
30,820
+141
| +0.5% | +$8.2K | 0.22% | 128 |
|
|
2024
Q4 | $1.52M | Buy |
30,679
+100
| +0.3% | +$4.95K | 0.18% | 139 |
|
|
2024
Q3 | $1.52M | Buy |
30,579
+7,233
| +31% | +$359K | 0.21% | 132 |
|
|
2024
Q2 | $1.03M | Buy |
23,346
+13,885
| +147% | +$610K | 0.15% | 158 |
|
|
2024
Q1 | $397K | Sell |
9,461
-22,966
| -71% | -$965K | 0.07% | 191 |
|
|
2023
Q4 | $1.27M | Hold |
32,427
| – | – | 0.25% | 106 |
|
|
2023
Q3 | $1.13M | Sell |
32,427
-10,728
| -25% | -$375K | 0.27% | 89 |
|
|
2023
Q2 | $1.57M | Hold |
43,155
| – | – | 0.4% | 66 |
|
|
2023
Q1 | $1.61M | Sell |
43,155
-240,192
| -85% | -$8.98M | 0.56% | 38 |
|
|
2022
Q4 | $10.4M | Sell |
283,347
-347,526
| -55% | -$12.8M | 2.86% | 8 |
|
|
2022
Q3 | $19.9M | Buy |
630,873
+113,708
| +22% | +$3.59M | 8.11% | 2 |
|
|
2022
Q2 | $17.7M | Sell |
517,165
-47,036
| -8% | -$1.61M | 7.28% | 2 |
|
|
2022
Q1 | $20.8M | Sell |
564,201
-270,752
| -32% | -$9.97M | 6.93% | 3 |
|
|
2021
Q4 | $29.1M | Buy |
+834,953
| New | +$29.1M | 8.69% | 1 |
|