SteelPeak Wealth’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
$4.8M Sell
76,911
-35,720
-32% -$2.23M 0.19% 100
2025
Q1
$6.64M Buy
112,631
+64,466
+134% +$3.8M 0.28% 84
2024
Q4
$2.38M Buy
+48,165
New +$2.38M 0.1% 155
2021
Q3
Sell
-6,554
Closed -$221K 418
2021
Q2
$221K Sell
6,554
-311
-5% -$10.5K 0.02% 367
2021
Q1
$223K Buy
+6,865
New +$223K 0.02% 327