Tempus Wealth Planning’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 | $231K | Hold |
3,710
| – | – | 0.06% | 240 |
|
|
2025
Q1 | $219K | Buy |
+3,710
| New | +$219K | 0.07% | 239 |
|
|
2024
Q2 | – | Sell |
-4,990
| Closed | -$210K | – | 213 |
|
|
2024
Q1 | $210K | Sell |
4,990
-40,353
| -89% | -$1.7M | 0.09% | 185 |
|
|
2023
Q4 | $1.77M | Buy |
+45,343
| New | +$1.77M | 0.78% | 34 |
|
|
2023
Q2 | – | Sell |
-22,086
| Closed | -$825K | – | 189 |
|
|
2023
Q1 | $825K | Buy |
+22,086
| New | +$825K | 0.4% | 64 |
|