Sonora Investment Management Group’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 | $605K | Buy |
9,698
+55
| +0.6% | +$3.43K | 0.04% | 156 |
|
|
2025
Q1 | $569K | Hold |
9,643
| – | – | 0.05% | 159 |
|
|
2024
Q4 | $477K | Hold |
9,643
| – | – | 0.04% | 175 |
|
|
2024
Q3 | $479K | Buy |
9,643
+2,127
| +28% | +$106K | 0.04% | 175 |
|
|
2024
Q2 | $316K | Hold |
7,516
| – | – | 0.02% | 218 |
|
|
2024
Q1 | $316K | Sell |
7,516
-60
| -0.8% | -$2.52K | 0.02% | 219 |
|
|
2023
Q4 | $296K | Sell |
7,576
-398
| -5% | -$15.5K | 0.02% | 209 |
|
|
2023
Q3 | $279K | Buy |
+7,974
| New | +$279K | 0.02% | 209 |
|