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Pullen Investment Management’s iShares Gold Trust IAU Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$399K Buy
6,398
+542
+9% +$33.8K 0.24% 87
2025
Q1
$345K Sell
5,856
-469
-7% -$27.7K 0.22% 94
2024
Q4
$313K Sell
6,325
-179
-3% -$8.86K 0.2% 98
2024
Q3
$323K Hold
6,504
0.24% 94
2024
Q2
$286K Sell
6,504
-40
-0.6% -$1.76K 0.24% 91
2024
Q1
$275K Buy
+6,544
New +$275K 0.23% 91