Schrum Private Wealth Management’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 | $400K | Hold |
6,415
| – | – | 0.32% | 79 |
|
|
2025
Q1 | $378K | Hold |
6,415
| – | – | 0.33% | 79 |
|
|
2024
Q4 | $318K | Sell |
6,415
-6,415
| -50% | -$318K | 0.27% | 91 |
|
|
2024
Q3 | $638K | Buy |
12,830
+6,415
| +100% | +$319K | 0.33% | 70 |
|
|
2024
Q2 | $282K | Hold |
6,415
| – | – | 0.25% | 96 |
|
|
2024
Q1 | $269K | Hold |
6,415
| – | – | 0.24% | 103 |
|
|
2023
Q4 | $250K | Hold |
6,415
| – | – | 0.36% | 75 |
|
|
2023
Q3 | $224K | Hold |
6,415
| – | – | 0.26% | 101 |
|
|
2023
Q2 | $233K | Hold |
6,415
| – | – | 0.25% | 98 |
|
|
2023
Q1 | $240K | Hold |
6,415
| – | – | 0.28% | 93 |
|
|
2022
Q4 | $222K | Hold |
6,415
| – | – | 0.26% | 101 |
|
|
2022
Q3 | $202K | Hold |
6,415
| – | – | 0.25% | 104 |
|
|
2022
Q2 | $220K | Hold |
6,415
| – | – | 0.25% | 103 |
|
|
2022
Q1 | $231K | Hold |
6,415
| – | – | 0.23% | 102 |
|
|
2021
Q4 | $224K | Buy |
+6,415
| New | +$224K | 0.2% | 116 |
|