NewEdge 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 | $6.2M | Sell |
96,713
-8,216
| -8% | -$526K | 0.1% | 165 |
|
|
2025
Q1 | $6.19M | Buy |
104,929
+84,692
| +419% | +$4.99M | 0.11% | 153 |
|
|
2024
Q4 | $1M | Buy |
20,237
+14,201
| +235% | +$703K | 0.02% | 484 |
|
|
2024
Q3 | $300K | Sell |
6,036
-10
| -0.2% | -$497 | 0.01% | 728 |
|
|
2024
Q2 | $266K | Sell |
6,046
-13,165
| -69% | -$578K | 0.01% | 663 |
|
|
2024
Q1 | $837K | Buy |
19,211
+11,184
| +139% | +$487K | 0.02% | 457 |
|
|
2023
Q4 | $313K | Hold |
8,027
| – | – | 0.01% | 611 |
|
|
2023
Q3 | $281K | Sell |
8,027
-15,090
| -65% | -$528K | 0.01% | 557 |
|
|
2023
Q2 | $841K | Hold |
23,117
| – | – | 0.03% | 374 |
|
|
2023
Q1 | $864K | Buy |
+23,117
| New | +$864K | 0.03% | 329 |
|
|
2022
Q2 | – | Sell |
-14,000
| Closed | -$516K | – | 563 |
|
|
2022
Q1 | $516K | Sell |
14,000
-10,882
| -44% | -$401K | 0.02% | 299 |
|
|
2021
Q4 | $866K | Sell |
24,882
-1,130
| -4% | -$39.3K | 0.04% | 242 |
|
|
2021
Q3 | $869K | Buy |
26,012
+550
| +2% | +$18.4K | 0.05% | 188 |
|
|
2021
Q2 | $858K | Buy |
25,462
+2,334
| +10% | +$78.6K | 0.07% | 183 |
|
|
2021
Q1 | $752K | Buy |
+23,128
| New | +$752K | 0.07% | 186 |
|