Tidemark’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 | $163K | Hold |
2,613
| – | – | 0.05% | 135 |
|
|
2025
Q1 | $154K | Hold |
2,613
| – | – | 0.06% | 135 |
|
|
2024
Q4 | $129K | Hold |
2,613
| – | – | 0.05% | 152 |
|
|
2024
Q3 | $130K | Hold |
2,613
| – | – | 0.05% | 143 |
|
|
2024
Q2 | $115K | Sell |
2,613
-2,172
| -45% | -$95.4K | 0.05% | 142 |
|
|
2024
Q1 | $201K | Sell |
4,785
-315
| -6% | -$13.2K | 0.11% | 119 |
|
|
2023
Q4 | $199K | Buy |
+5,100
| New | +$199K | 0.12% | 111 |
|