Oak Harbor Wealth Partners’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 | $798K | Hold |
12,793
| – | – | 0.22% | 100 |
|
|
2025
Q1 | $754K | Hold |
12,793
| – | – | 0.22% | 97 |
|
|
2024
Q4 | $633K | Hold |
12,793
| – | – | 0.18% | 106 |
|
|
2024
Q3 | $636K | Hold |
12,793
| – | – | 0.18% | 109 |
|
|
2024
Q2 | $562K | Hold |
12,793
| – | – | 0.18% | 106 |
|
|
2024
Q1 | $537K | Hold |
12,793
| – | – | 0.17% | 110 |
|
|
2023
Q4 | $499K | Sell |
12,793
-247
| -2% | -$9.64K | 0.17% | 109 |
|
|
2023
Q3 | $456K | Hold |
13,040
| – | – | 0.16% | 112 |
|
|
2023
Q2 | $475K | Sell |
13,040
-615
| -5% | -$22.4K | 0.16% | 114 |
|
|
2023
Q1 | $510K | Sell |
13,655
-454
| -3% | -$17K | 0.19% | 109 |
|
|
2022
Q4 | $488K | Sell |
14,109
-281
| -2% | -$9.72K | 0.19% | 99 |
|
|
2022
Q3 | $454K | Sell |
14,390
-340
| -2% | -$10.7K | 0.18% | 96 |
|
|
2022
Q2 | $505K | Hold |
14,730
| – | – | 0.2% | 90 |
|
|
2022
Q1 | $543K | Hold |
14,730
| – | – | 0.18% | 94 |
|
|
2021
Q4 | $513K | Buy |
+14,730
| New | +$513K | 0.18% | 98 |
|