Sharp Financial Services’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 | $1.9M | Buy |
30,411
+8,951
| +42% | +$558K | 1.22% | 9 |
|
|
2025
Q1 | $1.27M | Sell |
21,460
-478
| -2% | -$28.2K | 0.97% | 11 |
|
|
2024
Q4 | $1.09M | Buy |
21,938
+2,669
| +14% | +$132K | 0.82% | 21 |
|
|
2024
Q3 | $958K | Buy |
19,269
+3,794
| +25% | +$189K | 0.74% | 25 |
|
|
2024
Q2 | $680K | Buy |
15,475
+4,044
| +35% | +$178K | 0.58% | 31 |
|
|
2024
Q1 | $480K | Buy |
11,431
+3,212
| +39% | +$135K | 0.45% | 42 |
|
|
2023
Q4 | $321K | Buy |
+8,219
| New | +$321K | 0.35% | 62 |
|