Southland Equity Partners’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 | – | Sell |
-5,957
| Closed | -$351K | – | 239 |
|
|
2025
Q1 | $351K | Buy |
+5,957
| New | +$351K | 0.08% | 159 |
|
|
2024
Q4 | – | Sell |
-13,930
| Closed | -$692K | – | 230 |
|
|
2024
Q3 | $692K | Buy |
13,930
+5,005
| +56% | +$249K | 0.17% | 93 |
|
|
2024
Q2 | $392K | Buy |
8,925
+55
| +0.6% | +$2.42K | 0.11% | 119 |
|
|
2024
Q1 | $373K | Buy |
8,870
+1,590
| +22% | +$66.8K | 0.1% | 132 |
|
|
2023
Q4 | $284K | Buy |
+7,280
| New | +$284K | 0.09% | 151 |
|
|
2022
Q1 | – | Sell |
-6,084
| Closed | -$212K | – | 180 |
|
|
2021
Q4 | $212K | Buy |
+6,084
| New | +$212K | 0.09% | 161 |
|