ORG 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 | $541K | Buy |
8,589
+4,258
| +98% | +$268K | 0.12% | 155 |
|
|
2025
Q1 | $255K | Buy |
4,331
+387
| +10% | +$22.8K | 0.06% | 234 |
|
|
2024
Q4 | $195K | Buy |
3,944
+7
| +0.2% | +$346 | 0.03% | 323 |
|
|
2024
Q3 | $196K | Sell |
3,937
-187
| -5% | -$9.29K | 0.03% | 286 |
|
|
2024
Q2 | $182K | Buy |
+4,124
| New | +$182K | 0.02% | 450 |
|
|
2024
Q1 | – | Sell |
-721
| Closed | -$28.1K | – | 763 |
|
|
2023
Q4 | $28.1K | Buy |
+721
| New | +$28.1K | ﹤0.01% | 625 |
|
|
2023
Q3 | – | Sell |
-2,167
| Closed | -$79.1K | – | 1478 |
|
|
2023
Q2 | $79.1K | Buy |
+2,167
| New | +$79.1K | 0.01% | 577 |
|