Spire Wealth Management’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 | $5.96M | Sell |
97,916
-43,663
| -31% | -$2.66M | 0.21% | 93 |
|
|
2025
Q1 | $8.35M | Buy |
141,579
+119,658
| +546% | +$7.06M | 0.27% | 78 |
|
|
2024
Q4 | $1.09M | Buy |
21,921
+6,591
| +43% | +$326K | 0.03% | 374 |
|
|
2024
Q3 | $762K | Buy |
15,330
+1,592
| +12% | +$79.1K | 0.03% | 434 |
|
|
2024
Q2 | $604K | Sell |
13,738
-7,551
| -35% | -$332K | 0.02% | 451 |
|
|
2024
Q1 | $894K | Buy |
21,289
+257
| +1% | +$10.8K | 0.02% | 396 |
|
|
2023
Q4 | $807K | Sell |
21,032
-645
| -3% | -$24.8K | 0.03% | 409 |
|
|
2023
Q3 | $758K | Sell |
21,677
-1,008
| -4% | -$35.3K | 0.03% | 393 |
|
|
2023
Q2 | $826K | Buy |
22,685
+1,395
| +7% | +$50.8K | 0.03% | 385 |
|
|
2023
Q1 | $796K | Buy |
21,290
+4,304
| +25% | +$161K | 0.03% | 386 |
|
|
2022
Q4 | $588K | Sell |
16,986
-6
| -0% | -$208 | 0.03% | 334 |
|
|
2022
Q3 | $536K | Sell |
16,992
-4,195
| -20% | -$132K | 0.03% | 317 |
|
|
2022
Q2 | $727K | Buy |
+21,187
| New | +$727K | 0.03% | 396 |
|
|
2021
Q2 | – | Sell |
-27,527
| Closed | -$897K | – | 2752 |
|
|
2021
Q1 | $897K | Buy |
+27,527
| New | +$897K | 0.02% | 477 |
|