Total Clarity Wealth Management’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 | $1.01M | Buy |
16,117
+11,877
| +280% | +$741K | 0.29% | 93 |
|
|
2025
Q1 | $210K | Hold |
4,240
| – | – | 0.07% | 246 |
|
|
2024
Q4 | $210K | Buy |
+4,240
| New | +$210K | 0.07% | 246 |
|
|
2022
Q3 | – | Sell |
-175
| Closed | -$6K | – | 556 |
|
|
2022
Q2 | $6K | Buy |
+175
| New | +$6K | ﹤0.01% | 780 |
|
|
2022
Q1 | – | Sell |
-175
| Closed | -$6K | – | 513 |
|
|
2021
Q4 | $6K | Hold |
175
| – | – | ﹤0.01% | 782 |
|
|
2021
Q3 | $6K | Buy |
+175
| New | +$6K | ﹤0.01% | 780 |
|
|
2021
Q2 | – | Sell |
-175
| Closed | -$6K | – | 416 |
|
|
2021
Q1 | $6K | Buy |
+175
| New | +$6K | ﹤0.01% | 653 |
|
|
2020
Q1 | – | Sell |
-350
| Closed | -$10K | – | 315 |
|
|
2019
Q4 | $10K | Buy |
+350
| New | +$10K | 0.01% | 495 |
|