Sandy Cove 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 | $421K | Buy |
6,757
+222
| +3% | +$13.8K | 0.15% | 80 |
|
|
2025
Q1 | $385K | Hold |
6,535
| – | – | 0.15% | 80 |
|
|
2024
Q4 | $324K | Hold |
6,535
| – | – | 0.13% | 93 |
|
|
2024
Q3 | $325K | Buy |
6,535
+400
| +7% | +$19.9K | 0.13% | 88 |
|
|
2024
Q2 | $270K | Hold |
6,135
| – | – | 0.12% | 98 |
|
|
2024
Q1 | $258K | Hold |
6,135
| – | – | 0.12% | 105 |
|
|
2023
Q4 | $239K | Hold |
6,135
| – | – | 0.12% | 109 |
|
|
2023
Q3 | $215K | Hold |
6,135
| – | – | 0.12% | 108 |
|
|
2023
Q2 | $223K | Buy |
+6,135
| New | +$223K | 0.13% | 112 |
|
|
2022
Q2 | – | Sell |
-1,295
| Closed | -$48K | – | 215 |
|
|
2022
Q1 | $48K | Sell |
1,295
-45
| -3% | -$1.67K | 0.04% | 202 |
|
|
2021
Q4 | $47K | Buy |
+1,340
| New | +$47K | 0.04% | 196 |
|