Stratos Wealth Advisors’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 | $3.09M | Sell |
49,585
-3,899
| -7% | -$243K | 0.16% | 135 |
|
|
2025
Q1 | $3.15M | Sell |
53,484
-17,836
| -25% | -$1.05M | 0.17% | 122 |
|
|
2024
Q4 | $3.53M | Buy |
71,320
+12,732
| +22% | +$630K | 0.17% | 137 |
|
|
2024
Q3 | $2.91M | Buy |
58,588
+1,250
| +2% | +$62.1K | 0.13% | 166 |
|
|
2024
Q2 | $2.52M | Buy |
57,338
+41,849
| +270% | +$1.84M | 0.12% | 169 |
|
|
2024
Q1 | $651K | Buy |
15,489
+2,300
| +17% | +$96.6K | 0.04% | 408 |
|
|
2023
Q4 | $515K | Buy |
+13,189
| New | +$515K | 0.03% | 459 |
|
|
2022
Q1 | – | Sell |
-6,932
| Closed | -$241K | – | 545 |
|
|
2021
Q4 | $241K | Buy |
6,932
+300
| +5% | +$10.4K | 0.02% | 499 |
|
|
2021
Q3 | $222K | Buy |
6,632
+198
| +3% | +$6.63K | 0.02% | 473 |
|
|
2021
Q2 | $217K | Buy |
+6,434
| New | +$217K | 0.02% | 502 |
|