Sterling Financial Planning’s iShares Gold Trust IAU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $19.9M | Sell |
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|
2025
Q2 | $17.4M | Sell |
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|
2025
Q1 | $17.9M | Sell |
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|
2024
Q4 | $15.6M | Sell |
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|
2024
Q3 | $16.4M | Buy |
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|
2024
Q2 | $14.5M | Sell |
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|
2024
Q1 | $14.6M | Buy |
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|
2023
Q4 | $13.5M | Sell |
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|
2023
Q3 | $12.1M | Buy |
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|
2023
Q2 | $12.5M | Sell |
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|
2023
Q1 | $13M | Buy |
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|
2022
Q4 | $11.7M | Buy |
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|
2022
Q3 | $10.3M | Buy |
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|
2022
Q2 | $9.35M | Buy |
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|
2022
Q1 | $9.95M | Buy |
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|
2021
Q4 | $8.43M | Buy |
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|
2021
Q3 | $7.46M | Buy |
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|
2021
Q2 | $6.96M | Buy |
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|
2021
Q1 | $5.97M | Buy |
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|
2020
Q4 | $4.76M | Buy |
|