Omnia Family 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
Q2 | $8.07M | Sell |
129,410
-7,331
| -5% | -$457K | 2.92% | 8 |
|
|
2025
Q1 | $8.06M | Sell |
136,741
-50
| -0% | -$2.95K | 3.37% | 7 |
|
|
2024
Q4 | $6.77M | Hold |
136,791
| – | – | 2.8% | 7 |
|
|
2024
Q3 | $6.8M | Sell |
136,791
-410
| -0.3% | -$20.4K | 2.91% | 8 |
|
|
2024
Q2 | $6.03M | Sell |
137,201
-1,326
| -1% | -$58.3K | 2.55% | 10 |
|
|
2024
Q1 | $5.82M | Sell |
138,527
-5,022
| -3% | -$211K | 2.73% | 7 |
|
|
2023
Q4 | $5.6M | Sell |
143,549
-4,787
| -3% | -$187K | 2.87% | 11 |
|
|
2023
Q3 | $5.19M | Sell |
148,336
-29,972
| -17% | -$1.05M | 3.22% | 9 |
|
|
2023
Q2 | $6.49M | Sell |
178,308
-14,308
| -7% | -$521K | 4.41% | 5 |
|
|
2023
Q1 | $7.2M | Hold |
192,616
| – | – | 5.54% | 3 |
|
|
2022
Q4 | $6.66M | Buy |
192,616
+97,093
| +102% | +$3.36M | 5.39% | 4 |
|
|
2022
Q3 | $3.01M | Hold |
95,523
| – | – | 2.48% | 8 |
|
|
2022
Q2 | $3.28M | Sell |
95,523
-1,391
| -1% | -$47.7K | 2.41% | 10 |
|
|
2022
Q1 | $3.57M | Sell |
96,914
-331
| -0.3% | -$12.2K | 2.37% | 9 |
|
|
2021
Q4 | $3.39M | Buy |
97,245
+637
| +0.7% | +$22.2K | 2.06% | 11 |
|
|
2021
Q3 | $3.23M | Sell |
96,608
-28
| -0% | -$936 | 2.22% | 12 |
|
|
2021
Q2 | $3.26M | Sell |
96,636
-218
| -0.2% | -$7.35K | 2.08% | 13 |
|
|
2021
Q1 | $3.15M | Sell |
96,854
-590
| -0.6% | -$19.2K | 2.34% | 11 |
|
|
2020
Q4 | $3.53M | Sell |
97,444
-6,167
| -6% | -$224K | 3.22% | 8 |
|
|
2020
Q3 | $3.73M | Hold |
103,611
| – | – | 3.56% | 7 |
|
|
2020
Q2 | $3.52M | Sell |
103,611
-232
| -0.2% | -$7.88K | 3.45% | 7 |
|
|
2020
Q1 | $3.13M | Buy |
103,843
+6,056
| +6% | +$183K | 3.26% | 6 |
|
|
2019
Q4 | $2.84M | Hold |
97,787
| – | – | 1.3% | 18 |
|
|
2019
Q3 | $2.76M | Buy |
97,787
+47
| +0% | +$1.33K | 2.01% | 12 |
|
|
2019
Q2 | $2.64M | Sell |
97,740
-4,134
| -4% | -$112K | 1.33% | 16 |
|
|
2019
Q1 | $2.52M | Buy |
101,874
+200
| +0.2% | +$4.95K | 1.24% | 16 |
|
|
2018
Q4 | $2.5M | Sell |
101,674
-8,814
| -8% | -$217K | 1.35% | 17 |
|
|
2018
Q3 | $2.53M | Sell |
110,488
-17,469
| -14% | -$399K | 1.16% | 13 |
|
|
2018
Q2 | $3.08M | Sell |
127,957
-6,931
| -5% | -$167K | 1.44% | 10 |
|
|
2018
Q1 | $3.43M | Buy |
134,888
+9,955
| +8% | +$253K | 1.58% | 9 |
|
|
2017
Q4 | $3.13M | Buy |
124,933
+16,723
| +15% | +$418K | 1.43% | 10 |
|
|
2017
Q3 | $2.66M | Buy |
108,210
+4,244
| +4% | +$104K | 1.29% | 13 |
|
|
2017
Q2 | $2.48M | Buy |
103,966
+7,801
| +8% | +$186K | 1.19% | 16 |
|
|
2017
Q1 | $2.31M | Buy |
96,165
+7,011
| +8% | +$168K | 1.12% | 16 |
|
|
2016
Q4 | $1.98M | Buy |
+89,154
| New | +$1.98M | 0.98% | 18 |
|