ShoreHaven Wealth Partners’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 | $3.77M | Buy |
60,475
+4,723
| +8% | +$295K | 1.55% | 18 |
|
|
2025
Q1 | $3.29M | Buy |
55,752
+33,603
| +152% | +$1.98M | 1.57% | 19 |
|
|
2024
Q4 | $1.1M | Buy |
+22,149
| New | +$1.1M | 0.52% | 37 |
|
|
2021
Q3 | – | Sell |
-7,333
| Closed | -$247K | – | 53 |
|
|
2021
Q2 | $247K | Sell |
7,333
-116,203
| -94% | -$3.91M | 0.13% | 47 |
|
|
2021
Q1 | $4.02M | Buy |
123,536
+5,849
| +5% | +$190K | 2.18% | 16 |
|
|
2020
Q4 | $4.27M | Buy |
+117,687
| New | +$4.27M | 2.39% | 15 |
|