Plum Street 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 | $7.62M | Sell |
122,188
-14,008
| -10% | -$874K | 3.36% | 9 |
|
|
2025
Q1 | $8.03M | Sell |
136,196
-20,802
| -13% | -$1.23M | 3.87% | 7 |
|
|
2024
Q4 | $7.77M | Sell |
156,998
-5,154
| -3% | -$255K | 3.84% | 7 |
|
|
2024
Q3 | $8.06M | Sell |
162,152
-10,077
| -6% | -$501K | 4.08% | 7 |
|
|
2024
Q2 | $7.57M | Buy |
172,229
+10,077
| +6% | +$443K | 4.41% | 7 |
|
|
2024
Q1 | $8.06M | Sell |
162,152
-27,512
| -15% | -$1.37M | 4.08% | 7 |
|
|
2023
Q4 | $7.4M | Buy |
+189,664
| New | +$7.4M | 4.93% | 6 |
|