Pineridge Advisors’s iShares Gold Trust Micro IAUM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$88.2K Sell
2,674
-2,357
-47% -$77.8K 0.03% 83
2025
Q1
$157K Buy
5,031
+53
+1% +$1.65K 0.06% 53
2024
Q4
$130K Buy
4,978
+721
+17% +$18.9K 0.05% 78
2024
Q3
$112K Sell
4,257
-2,713
-39% -$71.2K 0.04% 88
2024
Q2
$162K Sell
6,970
-744
-10% -$17.3K 0.06% 70
2024
Q1
$171K Sell
7,714
-3,237
-30% -$71.8K 0.06% 63
2023
Q4
$226K Buy
+10,951
New +$226K 0.07% 60