NewSquare Capital’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
$2.86M Sell
45,810
-1,498
-3% -$93.4K 0.21% 99
2025
Q1
$2.79M Sell
47,308
-3,530
-7% -$208K 0.23% 100
2024
Q4
$2.52M Sell
50,838
-488
-1% -$24.2K 0.2% 103
2024
Q3
$2.55M Sell
51,326
-1,469
-3% -$73K 0.2% 104
2024
Q2
$2.32M Sell
52,795
-737
-1% -$32.4K 0.2% 101
2024
Q1
$2.25M Buy
53,532
+1,456
+3% +$61.2K 0.2% 99
2023
Q4
$2.03M Buy
52,076
+468
+0.9% +$18.3K 0.19% 106
2023
Q3
$1.81M Sell
51,608
-483
-0.9% -$16.9K 0.19% 103
2023
Q2
$1.9M Buy
52,091
+1,439
+3% +$52.4K 0.2% 106
2023
Q1
$1.89M Sell
50,652
-1,755
-3% -$65.6K 0.22% 108
2022
Q4
$1.81M Sell
52,407
-84
-0.2% -$2.91K 0.23% 105
2022
Q3
$1.66M Sell
52,491
-74,715
-59% -$2.36M 0.21% 107
2022
Q2
$4.36M Sell
127,206
-4,843
-4% -$166K 0.56% 59
2022
Q1
$4.86M Buy
132,049
+4,184
+3% +$154K 0.52% 48
2021
Q4
$4.45M Buy
127,865
+6,866
+6% +$239K 0.47% 51
2021
Q3
$4.04M Buy
120,999
+43,746
+57% +$1.46M 0.47% 48
2021
Q2
$2.6M Sell
77,253
-5,020
-6% -$169K 0.31% 92
2021
Q1
$2.68M Sell
82,273
-32,771
-28% -$1.07M 0.35% 82
2020
Q4
$4.17M Buy
115,044
+5,009
+5% +$182K 0.58% 38
2020
Q3
$3.96M Buy
110,035
+3,258
+3% +$117K 0.64% 32
2020
Q2
$3.63M Sell
106,777
-2,782
-3% -$94.5K 0.62% 29
2020
Q1
$3.3M Sell
109,559
-7,726
-7% -$233K 0.61% 30
2019
Q4
$3.4M Buy
117,285
+1,665
+1% +$48.3K 0.56% 31
2019
Q3
$3.26M Buy
115,620
+16,887
+17% +$476K 0.59% 31
2019
Q2
$2.67M Sell
98,733
-938
-0.9% -$25.3K 0.49% 33
2019
Q1
$2.47M Sell
99,671
-2,401
-2% -$59.5K 0.47% 32
2018
Q4
$2.51M Sell
102,072
-18,288
-15% -$450K 0.53% 31
2018
Q3
$2.75M Sell
120,360
-12,730
-10% -$291K 0.52% 32
2018
Q2
$3.14M Buy
133,090
+23,644
+22% +$559K 0.64% 32
2018
Q1
$2.79M Buy
109,446
+4,754
+5% +$121K 0.61% 32
2017
Q4
$2.62M Sell
104,692
-5,134
-5% -$128K 0.6% 31
2017
Q3
$2.46M Buy
109,826
+8,536
+8% +$191K 0.59% 32
2017
Q2
$2.42M Buy
101,290
+2,920
+3% +$69.7K 0.59% 32
2017
Q1
$2.36M Buy
98,370
+68,560
+230% +$1.65M 0.56% 33
2016
Q4
$661K Buy
29,810
+8,482
+40% +$188K 0.17% 91
2016
Q3
$541K Buy
21,328
+20,238
+1,857% +$513K 0.12% 107
2016
Q2
$28K Sell
1,090
-1,170
-52% -$30.1K 0.01% 190
2016
Q1
$54K Hold
2,260
0.02% 162
2015
Q4
$46K Hold
2,260
0.01% 153
2015
Q3
$49K Hold
2,260
0.01% 143
2015
Q2
$51K Hold
2,260
0.02% 151
2015
Q1
$52K Sell
2,260
-6,543
-74% -$151K 0.02% 142
2014
Q4
$201K Buy
8,803
+4,963
+129% +$113K 0.07% 109
2014
Q3
$90K Hold
3,840
0.03% 140
2014
Q2
$99K Buy
3,840
+1,565
+69% +$40.3K 0.04% 136
2014
Q1
$57K Buy
+2,275
New +$57K 0.02% 137