Sheets Smith 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 | $1.14M | Hold |
18,211
| – | – | 0.13% | 146 |
|
|
2025
Q1 | $1.07M | Hold |
18,211
| – | – | 0.13% | 148 |
|
|
2024
Q4 | $902K | Hold |
18,211
| – | – | 0.11% | 171 |
|
|
2024
Q3 | $905K | Buy |
18,211
+684
| +4% | +$34K | 0.11% | 165 |
|
|
2024
Q2 | $770K | Sell |
17,527
-1,417
| -7% | -$62.2K | 0.09% | 178 |
|
|
2024
Q1 | $796K | Buy |
18,944
+453
| +2% | +$19K | 0.09% | 182 |
|
|
2023
Q4 | $722K | Sell |
18,491
-1,044
| -5% | -$40.7K | 0.1% | 170 |
|
|
2023
Q3 | $684K | Hold |
19,535
| – | – | 0.1% | 167 |
|
|
2023
Q2 | $711K | Buy |
19,535
+4,528
| +30% | +$165K | 0.1% | 169 |
|
|
2023
Q1 | $561K | Buy |
15,007
+5,002
| +50% | +$187K | 0.09% | 185 |
|
|
2022
Q4 | $346K | Sell |
10,005
-1,274
| -11% | -$44.1K | 0.05% | 235 |
|
|
2022
Q3 | $356K | Sell |
11,279
-4,938
| -30% | -$156K | 0.06% | 226 |
|
|
2022
Q2 | $556K | Hold |
16,217
| – | – | 0.09% | 171 |
|
|
2022
Q1 | $597K | Sell |
16,217
-715
| -4% | -$26.3K | 0.08% | 191 |
|
|
2021
Q4 | $589K | Sell |
16,932
-578
| -3% | -$20.1K | 0.07% | 212 |
|
|
2021
Q3 | $585K | Sell |
17,510
-1,580
| -8% | -$52.8K | 0.08% | 201 |
|
|
2021
Q2 | $644K | Sell |
19,090
-86
| -0.4% | -$2.9K | 0.09% | 191 |
|
|
2021
Q1 | $624K | Sell |
19,176
-329
| -2% | -$10.7K | 0.09% | 176 |
|
|
2020
Q4 | $707K | Sell |
19,505
-2,852
| -13% | -$103K | 0.11% | 167 |
|
|
2020
Q3 | $804K | Buy |
22,357
+1,671
| +8% | +$60.1K | 0.14% | 136 |
|
|
2020
Q2 | $703K | Buy |
+20,686
| New | +$703K | 0.14% | 132 |
|