Scissortail 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 | – | Sell |
-55,262
| Closed | -$3.26M | – | 112 |
|
2025
Q1 | $3.26M | Buy |
+55,262
| New | +$3.26M | 0.84% | 44 |
|
2022
Q3 | – | Sell |
-184,485
| Closed | -$6.42M | – | 110 |
|
2022
Q2 | $6.42M | Buy |
+184,485
| New | +$6.42M | 2.47% | 11 |
|
2022
Q1 | – | Sell |
-184,485
| Closed | -$6.42M | – | 111 |
|
2021
Q4 | $6.42M | Buy |
+184,485
| New | +$6.42M | 2.47% | 11 |
|