Running Point Capital 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
$2.38M Sell
71,993
-3,072
-4% -$101K 0.66% 33
2025
Q1
$2.34M Sell
75,065
-8,651
-10% -$270K 0.74% 29
2024
Q4
$2.19M Sell
83,716
-2,175
-3% -$56.9K 0.75% 30
2024
Q3
$2.25M Sell
85,891
-1,687
-2% -$44.3K 0.87% 28
2024
Q2
$2.03M Buy
87,578
+6,118
+8% +$142K 0.84% 30
2024
Q1
$1.81M Sell
81,460
-204
-0.2% -$4.52K 0.81% 34
2023
Q4
$1.68M Buy
+81,664
New +$1.68M 0.82% 32