Strategic Financial Concepts’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 | – | Sell |
-10,043
| Closed | -$592K | – | 321 |
|
|
2025
Q1 | $592K | Buy |
10,043
+1,112
| +12% | +$65.6K | 0.11% | 176 |
|
|
2024
Q4 | $442K | Buy |
+8,931
| New | +$442K | 0.08% | 194 |
|
|
2024
Q3 | – | Sell |
-27,806
| Closed | -$399K | – | 444 |
|
|
2024
Q2 | $399K | Buy |
27,806
+9,172
| +49% | +$131K | 0.23% | 84 |
|
|
2024
Q1 | $783K | Buy |
18,634
+377
| +2% | +$15.8K | 0.19% | 122 |
|
|
2023
Q4 | $713K | Sell |
18,257
-947
| -5% | -$37K | 0.42% | 61 |
|
|
2023
Q3 | $672K | Buy |
19,204
+656
| +4% | +$23K | 0.23% | 108 |
|
|
2023
Q2 | $675K | Sell |
18,548
-1,276
| -6% | -$46.4K | 0.25% | 95 |
|
|
2023
Q1 | $741K | Buy |
+19,824
| New | +$741K | 0.3% | 79 |
|