Oliver Lagore Vanvalin Investment Group’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 | $158K | Buy |
+2,677
| New | +$158K | 0.06% | 148 |
|
|
2024
Q4 | $70.5K | Buy |
+1,424
| New | +$70.5K | 0.02% | 218 |
|
|
2024
Q2 | – | Sell |
-78
| Closed | -$3.28K | – | 768 |
|
|
2024
Q1 | $3.28K | Buy |
+78
| New | +$3.28K | ﹤0.01% | 564 |
|
|
2023
Q3 | – | Sell |
-86
| Closed | -$3.13K | – | 908 |
|
|
2023
Q2 | $3.13K | Buy |
+86
| New | +$3.13K | ﹤0.01% | 616 |
|
|
2022
Q3 | – | Sell |
-1,300
| Closed | -$45K | – | 674 |
|
|
2022
Q2 | $45K | Sell |
1,300
-330
| -20% | -$11.4K | 0.03% | 182 |
|
|
2022
Q1 | $60K | Buy |
+1,630
| New | +$60K | 0.04% | 166 |
|