Teamwork Financial 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 | $308K | Hold |
4,943
| – | – | 0.04% | 139 |
|
|
2025
Q1 | $291K | Buy |
4,943
+794
| +19% | +$46.8K | 0.04% | 134 |
|
|
2024
Q4 | $205K | Buy |
4,149
+3
| +0.1% | +$149 | 0.03% | 151 |
|
|
2024
Q3 | $206K | Sell |
4,146
-948
| -19% | -$47.1K | 0.03% | 151 |
|
|
2024
Q2 | $224K | Buy |
+5,094
| New | +$224K | 0.03% | 125 |
|
|
2024
Q1 | – | Sell |
-10,550
| Closed | -$412K | – | 187 |
|
|
2023
Q4 | $412K | Sell |
10,550
-49,786
| -83% | -$1.94M | 0.07% | 117 |
|
|
2023
Q3 | $2.11M | Buy |
60,336
+7,019
| +13% | +$246K | 0.34% | 48 |
|
|
2023
Q2 | $1.94M | Buy |
+53,317
| New | +$1.94M | 0.32% | 53 |
|
|
2021
Q2 | – | Sell |
-12,028
| Closed | -$391K | – | 249 |
|
|
2021
Q1 | $391K | Sell |
12,028
-10
| -0.1% | -$325 | 0.09% | 164 |
|
|
2020
Q4 | $436K | Sell |
12,038
-2,241
| -16% | -$81.2K | 0.1% | 135 |
|
|
2020
Q3 | $514K | Buy |
14,279
+5,109
| +56% | +$184K | 0.16% | 117 |
|
|
2020
Q2 | $312K | Buy |
+9,170
| New | +$312K | 0.11% | 141 |
|