Orcam Financial 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 | $453K | Hold |
7,264
| – | – | 0.39% | 34 |
|
|
2025
Q1 | $428K | Hold |
7,264
| – | – | 0.4% | 32 |
|
|
2024
Q4 | $360K | Hold |
7,264
| – | – | 0.35% | 34 |
|
|
2024
Q3 | $361K | Hold |
7,264
| – | – | 0.35% | 34 |
|
|
2024
Q2 | $319K | Sell |
7,264
-1,075
| -13% | -$47.2K | 0.34% | 31 |
|
|
2024
Q1 | $350K | Buy |
8,339
+1,277
| +18% | +$53.6K | 0.38% | 31 |
|
|
2023
Q4 | $276K | Hold |
7,062
| – | – | 0.34% | 29 |
|
|
2023
Q3 | $247K | Hold |
7,062
| – | – | 0.33% | 28 |
|
|
2023
Q2 | $257K | Buy |
7,062
+1,067
| +18% | +$38.8K | 0.35% | 28 |
|
|
2023
Q1 | $224K | Buy |
+5,995
| New | +$224K | 0.31% | 32 |
|