Prairie 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 | $7.54M | Sell |
120,936
-2,591
| -2% | -$162K | 3.22% | 5 |
|
|
2025
Q1 | $7.28M | Buy |
123,527
+2,002
| +2% | +$118K | 3.58% | 5 |
|
|
2024
Q4 | $6.02M | Buy |
121,525
+7,733
| +7% | +$383K | 2.89% | 5 |
|
|
2024
Q3 | $5.66M | Hold |
113,792
| – | – | 2.8% | 5 |
|
|
2024
Q2 | $5M | Hold |
113,792
| – | – | 2.53% | 6 |
|
|
2024
Q1 | $4.78M | Buy |
+113,792
| New | +$4.78M | 2.24% | 6 |
|