Sterling Financial Planning’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 | $17.4M | Sell |
279,688
-24,339
| -8% | -$1.52M | 5.83% | 2 |
|
|
2025
Q1 | $17.9M | Sell |
304,027
-10,404
| -3% | -$613K | 6.5% | 1 |
|
|
2024
Q4 | $15.6M | Sell |
314,431
-15,475
| -5% | -$766K | 5.73% | 2 |
|
|
2024
Q3 | $16.4M | Buy |
329,906
+544
| +0.2% | +$27K | 6.05% | 2 |
|
|
2024
Q2 | $14.5M | Sell |
329,362
-18,742
| -5% | -$823K | 5.87% | 3 |
|
|
2024
Q1 | $14.6M | Buy |
348,104
+2,363
| +0.7% | +$99.3K | 5.93% | 2 |
|
|
2023
Q4 | $13.5M | Sell |
345,741
-281
| -0.1% | -$11K | 5.84% | 3 |
|
|
2023
Q3 | $12.1M | Buy |
346,022
+1,253
| +0.4% | +$43.8K | 6.2% | 2 |
|
|
2023
Q2 | $12.5M | Sell |
344,769
-2,977
| -0.9% | -$108K | 6.22% | 2 |
|
|
2023
Q1 | $13M | Buy |
347,746
+9,813
| +3% | +$367K | 7.05% | 1 |
|
|
2022
Q4 | $11.7M | Buy |
337,933
+11,239
| +3% | +$389K | 6.98% | 1 |
|
|
2022
Q3 | $10.3M | Buy |
326,694
+54,078
| +20% | +$1.71M | 7.22% | 1 |
|
|
2022
Q2 | $9.35M | Buy |
272,616
+2,590
| +1% | +$88.9K | 6.57% | 2 |
|
|
2022
Q1 | $9.95M | Buy |
270,026
+27,983
| +12% | +$1.03M | 6.26% | 2 |
|
|
2021
Q4 | $8.43M | Buy |
242,043
+18,898
| +8% | +$658K | 5.27% | 6 |
|
|
2021
Q3 | $7.46M | Buy |
223,145
+16,559
| +8% | +$553K | 4.75% | 6 |
|
|
2021
Q2 | $6.96M | Buy |
206,586
+23,138
| +13% | +$780K | 4.52% | 6 |
|
|
2021
Q1 | $5.97M | Buy |
183,448
+52,253
| +40% | +$1.7M | 4.25% | 7 |
|
|
2020
Q4 | $4.76M | Buy |
+131,195
| New | +$4.76M | 3.83% | 10 |
|