TD Private Client Wealth’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
$1.75M Sell
27,990
-2,656
-9% -$166K 0.04% 262
2025
Q1
$1.81M Buy
30,646
+4,839
+19% +$285K 0.05% 243
2024
Q4
$1.28M Sell
25,807
-3,003
-10% -$149K 0.04% 311
2024
Q3
$1.43M Buy
28,810
+1,407
+5% +$69.9K 0.04% 305
2024
Q2
$1.2M Buy
27,403
+5,330
+24% +$234K 0.04% 320
2024
Q1
$927K Buy
22,073
+897
+4% +$37.7K 0.03% 358
2023
Q4
$826K Sell
21,176
-734
-3% -$28.6K 0.03% 356
2023
Q3
$767K Sell
21,910
-3,451
-14% -$121K 0.03% 350
2023
Q2
$923K Buy
25,361
+5,251
+26% +$191K 0.04% 347
2023
Q1
$752K Sell
20,110
-1,099
-5% -$41.1K 0.03% 370
2022
Q4
$734K Sell
21,209
-1,788
-8% -$61.8K 0.03% 368
2022
Q3
$725K Sell
22,997
-760
-3% -$24K 0.04% 354
2022
Q2
$815K Buy
23,757
+1,185
+5% +$40.7K 0.04% 349
2022
Q1
$831K Buy
22,572
+2,672
+13% +$98.4K 0.04% 361
2021
Q4
$693K Sell
19,900
-1,006
-5% -$35K 0.03% 378
2021
Q3
$698K Buy
20,906
+454
+2% +$15.2K 0.03% 368
2021
Q2
$689K Sell
20,452
-10,196
-33% -$344K 0.03% 371
2021
Q1
$997K Sell
30,648
-30,940
-50% -$1.01M 0.05% 313
2020
Q4
$2.23M Sell
61,588
-7,562
-11% -$274K 0.11% 191
2020
Q3
$2.49M Buy
69,150
+23,208
+51% +$835K 0.14% 161
2020
Q2
$1.56M Sell
45,942
-7,399
-14% -$251K 0.09% 214
2020
Q1
$1.61M Buy
+53,341
New +$1.61M 0.12% 170