Panoramic Investment Advisors’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 | $426K | Buy |
6,830
+43
| +0.6% | +$2.68K | 0.26% | 73 |
|
|
2025
Q1 | $400K | Hold |
6,787
| – | – | 0.27% | 72 |
|
|
2024
Q4 | $336K | Buy |
6,787
+39
| +0.6% | +$1.93K | 0.22% | 81 |
|
|
2024
Q3 | $335K | Buy |
+6,748
| New | +$335K | 0.23% | 86 |
|
|
2024
Q1 | $265K | Buy |
+6,316
| New | +$265K | 0.2% | 92 |
|
|
2022
Q4 | $224K | Buy |
+6,480
| New | +$224K | 0.23% | 87 |
|