Novak & Powell Financial Services’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 | $2.41M | Buy |
38,586
+351
| +0.9% | +$21.9K | 1.67% | 13 |
|
|
2025
Q1 | $2.25M | Sell |
38,235
-277
| -0.7% | -$16.3K | 1.4% | 18 |
|
|
2024
Q4 | $1.91M | Sell |
38,512
-474
| -1% | -$23.5K | 1.14% | 20 |
|
|
2024
Q3 | $1.94M | Sell |
38,986
-306
| -0.8% | -$15.2K | 1.12% | 21 |
|
|
2024
Q2 | $1.73M | Hold |
39,292
| – | – | 1.07% | 21 |
|
|
2024
Q1 | $1.65M | Sell |
39,292
-57
| -0.1% | -$2.4K | 1.23% | 19 |
|
|
2023
Q4 | $1.54M | Buy |
+39,349
| New | +$1.54M | 1.02% | 27 |
|