New England Private Wealth 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
Q2 | $2.08M | Hold |
33,681
| – | – | 0.3% | 58 |
|
|
2025
Q1 | $1.99M | Buy |
33,681
+1,426
| +4% | +$84.1K | 0.31% | 57 |
|
|
2024
Q4 | $1.6M | Buy |
32,255
+2,500
| +8% | +$124K | 0.25% | 66 |
|
|
2024
Q3 | $1.48M | Hold |
29,755
| – | – | 0.24% | 67 |
|
|
2024
Q2 | $1.31M | Buy |
29,755
+4,464
| +18% | +$196K | 0.23% | 70 |
|
|
2024
Q1 | $1.06M | Buy |
+25,291
| New | +$1.06M | 0.19% | 75 |
|