Towerpoint 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 | $3.31M | Sell |
53,095
-2,650
| -5% | -$165K | 1.47% | 18 |
|
|
2025
Q1 | $3.29M | Sell |
55,745
-2,459
| -4% | -$145K | 1.63% | 15 |
|
|
2024
Q4 | $2.88M | Sell |
58,204
-1,384
| -2% | -$68.5K | 1.41% | 19 |
|
|
2024
Q3 | $2.96M | Sell |
59,588
-555
| -0.9% | -$27.6K | 1.4% | 21 |
|
|
2024
Q2 | $2.64M | Sell |
60,143
-1,639
| -3% | -$72K | 1.32% | 21 |
|
|
2024
Q1 | $2.6M | Buy |
61,782
+3,127
| +5% | +$131K | 1.3% | 21 |
|
|
2023
Q4 | $2.29M | Buy |
58,655
+1,162
| +2% | +$45.4K | 1.25% | 21 |
|
|
2023
Q3 | $2.01M | Buy |
57,493
+1,919
| +3% | +$67.1K | 1.19% | 21 |
|
|
2023
Q2 | $2.02M | Sell |
55,574
-239
| -0.4% | -$8.7K | 1.14% | 20 |
|
|
2023
Q1 | $2.09M | Sell |
55,813
-502
| -0.9% | -$18.8K | 1.19% | 20 |
|
|
2022
Q4 | $1.95M | Buy |
56,315
+1,539
| +3% | +$53.2K | 1.12% | 22 |
|
|
2022
Q3 | $1.73M | Buy |
54,776
+1,617
| +3% | +$51K | 1.04% | 23 |
|
|
2022
Q2 | $1.82M | Sell |
53,159
-7,715
| -13% | -$265K | 1.09% | 24 |
|
|
2022
Q1 | $2.24M | Sell |
60,874
-1,943
| -3% | -$71.6K | 1.11% | 23 |
|
|
2021
Q4 | $2.19M | Buy |
62,817
+1,281
| +2% | +$44.6K | 1.03% | 23 |
|
|
2021
Q3 | $2.06M | Buy |
61,536
+2,618
| +4% | +$87.5K | 1.02% | 23 |
|
|
2021
Q2 | $1.99M | Buy |
58,918
+19,737
| +50% | +$665K | 0.99% | 24 |
|
|
2021
Q1 | $1.27M | Buy |
39,181
+29,282
| +296% | +$952K | 0.61% | 27 |
|
|
2020
Q4 | $359K | Buy |
+9,899
| New | +$359K | 0.18% | 52 |
|