Plum Street 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 | $323K | Sell |
9,796
-1,589
| -14% | -$52.4K | 0.14% | 76 |
|
|
2025
Q1 | $355K | Sell |
11,385
-1,739
| -13% | -$54.2K | 0.17% | 70 |
|
|
2024
Q4 | $343K | Sell |
13,124
-3,100
| -19% | -$81.1K | 0.17% | 69 |
|
|
2024
Q3 | $426K | Sell |
16,224
-1,607
| -9% | -$42.2K | 0.22% | 64 |
|
|
2024
Q2 | $414K | Buy |
17,831
+1,607
| +10% | +$37.3K | 0.24% | 54 |
|
|
2024
Q1 | $426K | Sell |
16,224
-3,423
| -17% | -$89.9K | 0.22% | 64 |
|
|
2023
Q4 | $405K | Buy |
+19,647
| New | +$405K | 0.27% | 49 |
|