PFG Private Wealth Management’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 | – | Sell |
-849
| Closed | -$50.1K | – | 137 |
|
|
2025
Q1 | $50.1K | Hold |
849
| – | – | 0.03% | 94 |
|
|
2024
Q4 | $42K | Hold |
849
| – | – | 0.02% | 96 |
|
|
2024
Q3 | $42.2K | Hold |
849
| – | – | 0.02% | 100 |
|
|
2024
Q2 | $37.3K | Hold |
849
| – | – | 0.02% | 102 |
|
|
2024
Q1 | $35.7K | Hold |
849
| – | – | 0.02% | 99 |
|
|
2023
Q4 | $33.1K | Sell |
849
-1
| -0.1% | -$39 | 0.02% | 91 |
|
|
2023
Q3 | $29.7K | Hold |
850
| – | – | 0.02% | 145 |
|
|
2023
Q2 | $30.9K | Hold |
850
| – | – | 0.02% | 163 |
|
|
2023
Q1 | $31.8K | Hold |
850
| – | – | 0.02% | 162 |
|
|
2022
Q4 | $29K | Hold |
850
| – | – | 0.02% | 159 |
|
|
2022
Q3 | $27K | Hold |
850
| – | – | 0.02% | 155 |
|
|
2022
Q2 | $29K | Hold |
850
| – | – | 0.02% | 170 |
|
|
2022
Q1 | $31K | Hold |
850
| – | – | 0.02% | 164 |
|
|
2021
Q4 | $30K | Hold |
850
| – | – | 0.02% | 169 |
|
|
2021
Q3 | $28K | Buy |
+850
| New | +$28K | 0.02% | 163 |
|