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 |
|