Stablepoint 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
$10.1M Sell
161,208
-2,853
-2% -$178K 1.71% 7
2025
Q1
$9.67M Sell
164,061
-7,201
-4% -$425K 1.75% 4
2024
Q4
$8.48M Buy
171,262
+280
+0.2% +$13.9K 1.56% 10
2024
Q3
$8.5M Buy
170,982
+5,261
+3% +$261K 1.55% 9
2024
Q2
$7.46M Sell
165,721
-33,530
-17% -$1.51M 1.45% 9
2024
Q1
$8.37M Buy
199,251
+36,240
+22% +$1.52M 1.7% 6
2023
Q4
$6.36M Buy
+163,011
New +$6.36M 1.63% 5