Simplicity Wealth’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 | $4.79M | Buy |
76,868
+20,391
| +36% | +$1.27M | 0.2% | 115 |
|
|
2025
Q1 | $3.33M | Buy |
56,477
+21,023
| +59% | +$1.24M | 0.26% | 95 |
|
|
2024
Q4 | $1.76M | Sell |
35,454
-10,457
| -23% | -$518K | 0.37% | 50 |
|
|
2024
Q3 | $2.28M | Sell |
45,911
-14,160
| -24% | -$704K | 0.21% | 101 |
|
|
2024
Q2 | $2.64M | Buy |
60,071
+9,612
| +19% | +$422K | 0.06% | 305 |
|
|
2024
Q1 | $2.12M | Buy |
+50,459
| New | +$2.12M | 0.05% | 343 |
|