Newbridge Financial Services Group’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 | $49K | Sell |
786
-73
| -8% | -$4.55K | 0.01% | 508 |
|
|
2025
Q1 | $50.6K | Buy |
859
+46
| +6% | +$2.71K | 0.01% | 367 |
|
|
2024
Q4 | $40.3K | Buy |
+813
| New | +$40.3K | 0.01% | 457 |
|
|
2024
Q3 | – | Sell |
-613
| Closed | -$26.9K | – | 852 |
|
|
2024
Q2 | $26.9K | Buy |
613
+133
| +28% | +$5.84K | 0.01% | 512 |
|
|
2024
Q1 | $20.2K | Buy |
+480
| New | +$20.2K | 0.01% | 597 |
|
|
2023
Q4 | – | Sell |
-1,799
| Closed | -$62.9K | – | 1246 |
|
|
2023
Q3 | $62.9K | Hold |
1,799
| – | – | 0.03% | 366 |
|
|
2023
Q2 | $65.5K | Buy |
1,799
+650
| +57% | +$23.7K | 0.03% | 393 |
|
|
2023
Q1 | $42.9K | Hold |
1,149
| – | – | 0.02% | 499 |
|
|
2022
Q4 | $39.7K | Buy |
1,149
+36
| +3% | +$1.25K | 0.02% | 518 |
|
|
2022
Q3 | $35K | Hold |
1,113
| – | – | 0.02% | 543 |
|
|
2022
Q2 | $38K | Buy |
1,113
+81
| +8% | +$2.77K | 0.02% | 467 |
|
|
2022
Q1 | $38K | Buy |
1,032
+400
| +63% | +$14.7K | 0.02% | 546 |
|
|
2021
Q4 | $22K | Sell |
632
-392
| -38% | -$13.6K | 0.01% | 695 |
|
|
2021
Q3 | $34K | Buy |
1,024
+158
| +18% | +$5.25K | 0.02% | 517 |
|
|
2021
Q2 | $29K | Sell |
866
-299
| -26% | -$10K | 0.02% | 653 |
|
|
2021
Q1 | $38K | Buy |
1,165
+148
| +15% | +$4.83K | 0.03% | 465 |
|
|
2020
Q4 | $37K | Hold |
1,017
| – | – | 0.03% | 395 |
|
|
2020
Q3 | $37K | Buy |
+1,017
| New | +$37K | 0.04% | 362 |
|