Schechter Investment 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
Q1 | $419K | Hold |
7,112
| – | – | 0.03% | 408 |
|
|
2024
Q4 | $352K | Hold |
7,112
| – | – | 0.03% | 454 |
|
|
2024
Q3 | $353K | Hold |
7,112
| – | – | 0.03% | 460 |
|
|
2024
Q2 | $312K | Hold |
7,112
| – | – | 0.02% | 467 |
|
|
2024
Q1 | $299K | Hold |
7,112
| – | – | 0.02% | 497 |
|
|
2023
Q4 | $278K | Hold |
7,112
| – | – | 0.02% | 477 |
|
|
2023
Q3 | $249K | Hold |
7,112
| – | – | 0.02% | 499 |
|
|
2023
Q2 | $259K | Hold |
7,112
| – | – | 0.02% | 520 |
|
|
2023
Q1 | $266K | Hold |
7,112
| – | – | 0.02% | 547 |
|
|
2022
Q4 | $246K | Hold |
7,112
| – | – | 0.02% | 693 |
|
|
2022
Q3 | $224K | Buy |
+7,112
| New | +$224K | 0.02% | 803 |
|