PDS Planning’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 | $782K | Buy |
12,545
+4
| +0% | +$249 | 0.06% | 160 |
|
|
2025
Q1 | $739K | Buy |
12,541
+75
| +0.6% | +$4.42K | 0.06% | 154 |
|
|
2024
Q4 | $617K | Buy |
12,466
+275
| +2% | +$13.6K | 0.05% | 156 |
|
|
2024
Q3 | $606K | Buy |
12,191
+103
| +0.9% | +$5.12K | 0.05% | 161 |
|
|
2024
Q2 | $531K | Buy |
12,088
+15
| +0.1% | +$659 | 0.05% | 163 |
|
|
2024
Q1 | $507K | Sell |
12,073
-88
| -0.7% | -$3.7K | 0.05% | 160 |
|
|
2023
Q4 | $475K | Buy |
12,161
+70
| +0.6% | +$2.73K | 0.05% | 153 |
|
|
2023
Q3 | $423K | Buy |
12,091
+41
| +0.3% | +$1.44K | 0.05% | 154 |
|
|
2023
Q2 | $439K | Buy |
12,050
+9
| +0.1% | +$328 | 0.06% | 152 |
|
|
2023
Q1 | $450K | Sell |
12,041
-189
| -2% | -$7.06K | 0.06% | 131 |
|
|
2022
Q4 | $423K | Buy |
12,230
+11
| +0.1% | +$380 | 0.07% | 112 |
|
|
2022
Q3 | $385K | Buy |
12,219
+10
| +0.1% | +$315 | 0.07% | 106 |
|
|
2022
Q2 | $419K | Buy |
12,209
+476
| +4% | +$16.3K | 0.08% | 109 |
|
|
2022
Q1 | $432K | Hold |
11,733
| – | – | 0.08% | 104 |
|
|
2021
Q4 | $408K | Hold |
11,733
| – | – | 0.08% | 104 |
|
|
2021
Q3 | $392K | Sell |
11,733
-533
| -4% | -$17.8K | 0.09% | 106 |
|
|
2021
Q2 | $413K | Sell |
12,266
-104
| -0.8% | -$3.5K | 0.1% | 98 |
|
|
2021
Q1 | $402K | Buy |
12,370
+250
| +2% | +$8.12K | 0.12% | 90 |
|
|
2020
Q4 | $439K | Hold |
12,120
| – | – | 0.15% | 75 |
|
|
2020
Q3 | $436K | Hold |
12,120
| – | – | 0.18% | 71 |
|
|
2020
Q2 | $412K | Buy |
+12,120
| New | +$412K | 0.19% | 72 |
|