NFP Retirement Inc’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
Q1 | – | Sell |
-18,655
| Closed | -$924K | – | 285 |
|
|
2024
Q4 | $924K | Sell |
18,655
-991
| -5% | -$49.1K | 0.07% | 129 |
|
|
2024
Q3 | $976K | Sell |
19,646
-96
| -0.5% | -$4.77K | 0.08% | 125 |
|
|
2024
Q2 | $867K | Buy |
19,742
+1,862
| +10% | +$81.8K | 0.07% | 129 |
|
|
2024
Q1 | $751K | Buy |
+17,880
| New | +$751K | 0.06% | 139 |
|