SC
Stephens Consulting’s iShares Gold Trust IAU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $166K | Hold |
2,655
| – | – | 0.04% | 112 |
|
|
2025
Q1 | $157K | Hold |
2,655
| – | – | 0.04% | 104 |
|
|
2024
Q4 | $131K | Hold |
2,655
| – | – | 0.03% | 119 |
|
|
2024
Q3 | $132K | Hold |
2,655
| – | – | 0.03% | 119 |
|
|
2024
Q2 | $117K | Sell |
2,655
-126
| -5% | -$5.54K | 0.03% | 121 |
|
|
2024
Q1 | $117K | Hold |
2,781
| – | – | 0.04% | 114 |
|
|
2023
Q4 | $109K | Hold |
2,781
| – | – | 0.04% | 114 |
|
|
2023
Q3 | $97.3K | Sell |
2,781
-1,606
| -37% | -$56.2K | 0.04% | 117 |
|
|
2023
Q2 | $160K | Buy |
4,387
+988
| +29% | +$36K | 0.06% | 85 |
|
|
2023
Q1 | $127K | Buy |
3,399
+1,620
| +91% | +$60.5K | 0.08% | 97 |
|
|
2022
Q4 | $61.5K | Sell |
1,779
-16
| -0.9% | -$553 | 0.04% | 153 |
|
|
2022
Q3 | $56.6K | Buy |
1,795
+500
| +39% | +$15.8K | 0.05% | 163 |
|
|
2022
Q2 | $44.4K | Buy |
1,295
+2
| +0.2% | +$69 | 0.04% | 178 |
|
|
2022
Q1 | $47.6K | Buy |
1,293
+140
| +12% | +$5.16K | 0.04% | 188 |
|
|
2021
Q4 | $40.1K | Buy |
+1,153
| New | +$40.1K | 0.03% | 214 |
|