Silvia McColl 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 | $1.06M | Sell |
17,042
-699
| -4% | -$43.6K | 0.77% | 33 |
|
|
2025
Q1 | $1.05M | Hold |
17,741
| – | – | 0.79% | 31 |
|
|
2024
Q4 | $878K | Buy |
17,741
+6,670
| +60% | +$330K | 0.66% | 39 |
|
|
2024
Q3 | $550K | Hold |
11,071
| – | – | 0.41% | 58 |
|
|
2024
Q2 | $486K | Hold |
11,071
| – | – | 0.4% | 58 |
|
|
2024
Q1 | $488K | Hold |
11,071
| – | – | 0.42% | 58 |
|
|
2023
Q4 | $432K | Hold |
11,071
| – | – | 0.39% | 59 |
|
|
2023
Q3 | $387K | Hold |
11,071
| – | – | 0.39% | 62 |
|
|
2023
Q2 | $403K | Hold |
11,071
| – | – | 0.37% | 62 |
|
|
2023
Q1 | $414K | Sell |
11,071
-79
| -0.7% | -$2.95K | 0.41% | 60 |
|
|
2022
Q4 | $386K | Buy |
+11,150
| New | +$386K | 0.38% | 65 |
|