Rooted Wealth Advisors’s iShares Gold Trust Micro IAUM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $786K | Buy |
23,471
+1,023
| +5% | +$34.2K | 0.27% | 50 |
|
|
2025
Q1 | $680K | Sell |
22,448
-2,038
| -8% | -$61.7K | 0.29% | 46 |
|
|
2024
Q4 | $647K | Sell |
24,486
-728
| -3% | -$19.2K | 0.25% | 49 |
|
|
2024
Q3 | $665K | Sell |
25,214
-872
| -3% | -$23K | 0.3% | 46 |
|
|
2024
Q2 | $636K | Sell |
26,086
-1,691
| -6% | -$41.2K | 0.28% | 52 |
|
|
2024
Q1 | $632K | Buy |
27,777
+1,111
| +4% | +$25.3K | 0.31% | 49 |
|
|
2023
Q4 | $542K | Buy |
26,666
+1,516
| +6% | +$30.8K | 0.28% | 53 |
|
|
2023
Q3 | $497K | Buy |
25,150
+2,602
| +12% | +$51.4K | 0.31% | 49 |
|
|
2023
Q2 | $432K | Buy |
22,548
+5,062
| +29% | +$97K | 0.29% | 50 |
|
|
2023
Q1 | $350K | Buy |
17,486
+1,031
| +6% | +$20.6K | 0.26% | 53 |
|
|
2022
Q4 | $300K | Buy |
+16,455
| New | +$300K | 0.25% | 49 |
|