Provenance 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 | $954K | Buy |
15,305
+1,276
| +9% | +$79.6K | 0.14% | 37 |
|
|
2025
Q1 | $827K | Sell |
14,029
-10,122
| -42% | -$597K | 0.12% | 46 |
|
|
2024
Q4 | $1.2M | Sell |
24,151
-67,370
| -74% | -$3.34M | 0.15% | 40 |
|
|
2024
Q3 | $4.55M | Sell |
91,521
-184
| -0.2% | -$9.15K | 0.57% | 17 |
|
|
2024
Q2 | $4.03M | Sell |
91,705
-885
| -1% | -$38.9K | 0.56% | 16 |
|
|
2024
Q1 | $3.89M | Buy |
92,590
+3,740
| +4% | +$157K | 0.55% | 16 |
|
|
2023
Q4 | $3.47M | Buy |
88,850
+642
| +0.7% | +$25.1K | 0.47% | 18 |
|
|
2023
Q3 | $3.09M | Buy |
+88,208
| New | +$3.09M | 0.5% | 16 |
|