Plan Group Financial’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 | $3.44M | Buy |
55,146
+2,194
| +4% | +$137K | 1.13% | 27 |
|
|
2025
Q1 | $3.12M | Buy |
52,952
+8,394
| +19% | +$495K | 1.11% | 22 |
|
|
2024
Q4 | $2.21M | Buy |
44,558
+1,690
| +4% | +$83.7K | 1.17% | 19 |
|
|
2024
Q3 | $2.13M | Sell |
42,868
-3,570
| -8% | -$177K | 1.13% | 19 |
|
|
2024
Q2 | $2.04M | Sell |
46,438
-1,171
| -2% | -$51.4K | 1.25% | 19 |
|
|
2024
Q1 | $2M | Buy |
47,609
+15,320
| +47% | +$644K | 1.31% | 19 |
|
|
2023
Q4 | $1.26M | Sell |
32,289
-15,305
| -32% | -$597K | 1.11% | 22 |
|
|
2023
Q3 | $1.67M | Buy |
47,594
+40,040
| +530% | +$1.4M | 1.2% | 21 |
|
|
2023
Q2 | $275K | Buy |
+7,554
| New | +$275K | 0.23% | 54 |
|
|
2022
Q2 | $1.98M | Buy |
+57,649
| New | +$1.98M | 3.4% | 7 |
|