Northwest Capital Management’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 | $1.26M | Buy |
20,174
+3,551
| +21% | +$221K | 0.68% | 36 |
|
|
2025
Q1 | $980K | Buy |
16,623
+3,371
| +25% | +$199K | 0.4% | 51 |
|
|
2024
Q4 | $656K | Buy |
+13,252
| New | +$656K | 0.28% | 62 |
|
|
2024
Q2 | – | Sell |
-2,504
| Closed | -$105K | – | 505 |
|
|
2024
Q1 | $105K | Hold |
2,504
| – | – | 0.03% | 172 |
|
|
2023
Q4 | $97.7K | Hold |
2,504
| – | – | 0.03% | 173 |
|
|
2023
Q3 | $87.6K | Hold |
2,504
| – | – | 0.03% | 170 |
|
|
2023
Q2 | $91.1K | Buy |
+2,504
| New | +$91.1K | 0.04% | 162 |
|