Phoenix Wealth 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 | $685K | Sell |
10,986
-7
| -0.1% | -$437 | 0.29% | 66 |
|
|
2025
Q1 | $648K | Sell |
10,993
-1,498
| -12% | -$88.3K | 0.28% | 66 |
|
|
2024
Q4 | $618K | Sell |
12,491
-10
| -0.1% | -$495 | 0.27% | 69 |
|
|
2024
Q3 | $621K | Sell |
12,501
-466
| -4% | -$23.2K | 0.29% | 65 |
|
|
2024
Q2 | $570K | Buy |
12,967
+822
| +7% | +$36.1K | 0.29% | 66 |
|
|
2024
Q1 | $510K | Buy |
12,145
+182
| +2% | +$7.65K | 0.31% | 64 |
|
|
2023
Q4 | $466K | Sell |
11,963
-372
| -3% | -$14.5K | 0.32% | 55 |
|
|
2023
Q3 | $432K | Buy |
12,335
+215
| +2% | +$7.52K | 0.25% | 54 |
|
|
2023
Q2 | $441K | Sell |
12,120
-297
| -2% | -$10.8K | 0.26% | 53 |
|
|
2023
Q1 | $464K | Buy |
12,417
+1,033
| +9% | +$38.6K | 0.29% | 49 |
|
|
2022
Q4 | $394K | Buy |
11,384
+590
| +5% | +$20.4K | 0.24% | 54 |
|
|
2022
Q3 | $340K | Sell |
10,794
-42
| -0.4% | -$1.32K | 0.34% | 67 |
|
|
2022
Q2 | $372K | Buy |
10,836
+653
| +6% | +$22.4K | 0.37% | 63 |
|
|
2022
Q1 | $372K | Buy |
10,183
+2,196
| +27% | +$80.2K | 0.38% | 61 |
|
|
2021
Q4 | $278K | Sell |
7,987
-1,960
| -20% | -$68.2K | 0.21% | 95 |
|
|
2021
Q3 | $332K | Buy |
9,947
+128
| +1% | +$4.27K | 0.25% | 84 |
|
|
2021
Q2 | $336K | Buy |
9,819
+700
| +8% | +$24K | 0.24% | 87 |
|
|
2021
Q1 | $300K | Buy |
9,119
+282
| +3% | +$9.28K | 0.23% | 82 |
|
|
2020
Q4 | $320K | Buy |
+8,837
| New | +$320K | 0.24% | 74 |
|