Procyon 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
Q1 | – | Sell |
-4,521
| Closed | -$224K | – | 598 |
|
|
2024
Q4 | $224K | Sell |
4,521
-31
| -0.7% | -$1.54K | 0.01% | 499 |
|
|
2024
Q3 | $226K | Buy |
+4,552
| New | +$226K | 0.02% | 500 |
|
|
2024
Q2 | – | Sell |
-6,021
| Closed | -$253K | – | 538 |
|
|
2024
Q1 | $253K | Sell |
6,021
-64
| -1% | -$2.69K | 0.02% | 448 |
|
|
2023
Q4 | $237K | Sell |
6,085
-1,066
| -15% | -$41.6K | 0.02% | 460 |
|
|
2023
Q3 | $250K | Sell |
7,151
-75
| -1% | -$2.62K | 0.03% | 418 |
|
|
2023
Q2 | $263K | Hold |
7,226
| – | – | 0.03% | 377 |
|
|
2023
Q1 | $270K | Buy |
+7,226
| New | +$270K | 0.04% | 322 |
|
|
2020
Q2 | – | Sell |
-185
| Closed | -$6K | – | 1120 |
|
|
2020
Q1 | $6K | Hold |
185
| – | – | ﹤0.01% | 680 |
|
|
2019
Q4 | $5K | Buy |
+185
| New | +$5K | ﹤0.01% | 799 |
|