Sound Income Strategies’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 | $352K | Buy |
5,649
+1,473
| +35% | +$91.8K | 0.02% | 209 |
|
|
2025
Q1 | $246K | Buy |
4,176
+1,339
| +47% | +$78.9K | 0.01% | 252 |
|
|
2024
Q4 | $140K | Buy |
2,837
+658
| +30% | +$32.6K | 0.01% | 306 |
|
|
2024
Q3 | $108K | Sell |
2,179
-205
| -9% | -$10.2K | 0.01% | 332 |
|
|
2024
Q2 | $105K | Sell |
2,384
-1,176
| -33% | -$51.7K | 0.01% | 322 |
|
|
2024
Q1 | $150K | Sell |
3,560
-5,172
| -59% | -$217K | 0.01% | 247 |
|
|
2023
Q4 | $341K | Buy |
8,732
+6,472
| +286% | +$253K | 0.03% | 155 |
|
|
2023
Q3 | $79.1K | Buy |
+2,260
| New | +$79.1K | 0.01% | 239 |
|
|
2021
Q2 | – | Sell |
-1,110
| Closed | -$36.1K | – | 940 |
|
|
2021
Q1 | $36.1K | Buy |
1,110
+99
| +10% | +$3.22K | 0.01% | 263 |
|
|
2020
Q4 | $37K | Hold |
1,011
| – | – | 0.01% | 237 |
|
|
2020
Q3 | $36K | Buy |
1,011
+114
| +13% | +$4.06K | 0.01% | 209 |
|
|
2020
Q2 | $30K | Buy |
897
+109
| +14% | +$3.65K | 0.01% | 215 |
|
|
2020
Q1 | $24K | Buy |
788
+763
| +3,052% | +$23.2K | 0.01% | 215 |
|
|
2019
Q4 | $1K | Buy |
25
+4
| +19% | +$160 | ﹤0.01% | 629 |
|
|
2019
Q3 | $1K | Hold |
21
| – | – | ﹤0.01% | 593 |
|
|
2019
Q2 | $1K | Hold |
21
| – | – | ﹤0.01% | 596 |
|
|
2019
Q1 | $1K | Hold |
21
| – | – | ﹤0.01% | 600 |
|
|
2018
Q4 | $1K | Hold |
21
| – | – | ﹤0.01% | 594 |
|
|
2018
Q3 | $0 | Hold |
21
| – | – | ﹤0.01% | 762 |
|
|
2018
Q2 | $0 | Sell |
21
-238
| -92% | – | ﹤0.01% | 684 |
|
|
2018
Q1 | $7K | Buy |
259
+238
| +1,133% | +$6.43K | ﹤0.01% | 335 |
|
|
2017
Q4 | $1K | Buy |
+21
| New | +$1K | ﹤0.01% | 453 |
|