Omni 360 Wealth’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 |
-4,367
| Closed | -$216K | – | 163 |
|
|
2024
Q4 | $216K | Sell |
4,367
-1,265
| -22% | -$62.6K | 0.14% | 118 |
|
|
2024
Q3 | $280K | Buy |
5,632
+270
| +5% | +$13.4K | 0.18% | 102 |
|
|
2024
Q2 | $236K | Buy |
5,362
+91
| +2% | +$4K | 0.18% | 102 |
|
|
2024
Q1 | $221K | Buy |
+5,271
| New | +$221K | 0.18% | 101 |
|