Sequoia Financial 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 | $4.8M | Buy |
77,037
+397
| +0.5% | +$24.8K | 0.03% | 283 |
|
|
2025
Q1 | $4.52M | Buy |
76,640
+58,749
| +328% | +$3.46M | 0.03% | 279 |
|
|
2024
Q4 | $886K | Buy |
17,891
+6,707
| +60% | +$332K | 0.01% | 614 |
|
|
2024
Q3 | $556K | Buy |
11,184
+3,015
| +37% | +$150K | 0.01% | 710 |
|
|
2024
Q2 | $359K | Buy |
8,169
+1,100
| +16% | +$48.3K | ﹤0.01% | 821 |
|
|
2024
Q1 | $297K | Sell |
7,069
-6,881
| -49% | -$289K | ﹤0.01% | 862 |
|
|
2023
Q4 | $544K | Buy |
+13,950
| New | +$544K | 0.01% | 703 |
|