PSI 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 | – | Sell |
-40
| Closed | -$2.36K | – | 347 |
|
|
2025
Q1 | $2.36K | Sell |
40
-40
| -50% | -$2.36K | ﹤0.01% | 587 |
|
|
2024
Q4 | $3.96K | Sell |
80
-50
| -38% | -$2.48K | ﹤0.01% | 651 |
|
|
2024
Q3 | $6.46K | Hold |
130
| – | – | ﹤0.01% | 614 |
|
|
2024
Q2 | $5.71K | Hold |
130
| – | – | ﹤0.01% | 617 |
|
|
2024
Q1 | $5.46K | Buy |
+130
| New | +$5.46K | ﹤0.01% | 578 |
|
|
2023
Q2 | – | Sell |
-157
| Closed | -$5.87K | – | 866 |
|
|
2023
Q1 | $5.87K | Buy |
157
+10
| +7% | +$374 | ﹤0.01% | 511 |
|
|
2022
Q4 | $5.09K | Buy |
+147
| New | +$5.09K | ﹤0.01% | 511 |
|
|
2022
Q3 | – | Sell |
-500
| Closed | -$17K | – | 795 |
|
|
2022
Q2 | $17K | Buy |
+500
| New | +$17K | 0.01% | 376 |
|
|
2022
Q1 | – | Sell |
-500
| Closed | -$17K | – | 758 |
|
|
2021
Q4 | $17K | Hold |
500
| – | – | 0.01% | 424 |
|
|
2021
Q3 | $17K | Buy |
+500
| New | +$17K | 0.01% | 408 |
|
|
2020
Q1 | – | Sell |
-550
| Closed | -$15K | – | 309 |
|
|
2019
Q4 | $15K | Buy |
+550
| New | +$15K | 0.01% | 415 |
|