SMART 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 | $424K | Buy |
+6,802
| New | +$424K | 0.13% | 114 |
|
|
2023
Q3 | – | Sell |
-11,911
| Closed | -$433K | – | 79 |
|
|
2023
Q2 | $433K | Buy |
11,911
+1,173
| +11% | +$42.7K | 0.33% | 54 |
|
|
2023
Q1 | $401K | Sell |
10,738
-1,703
| -14% | -$63.6K | 0.35% | 50 |
|
|
2022
Q4 | $430K | Buy |
+12,441
| New | +$430K | 0.32% | 54 |
|