Trademark Financial 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 | $3.37M | Buy |
54,041
+670
| +1% | +$41.8K | 2.06% | 15 |
|
|
2025
Q1 | $3.15M | Buy |
53,371
+833
| +2% | +$49.1K | 2.4% | 11 |
|
|
2024
Q4 | $2.6M | Sell |
52,538
-127
| -0.2% | -$6.29K | 2.07% | 13 |
|
|
2024
Q3 | $2.62M | Buy |
52,665
+2,069
| +4% | +$103K | 2.08% | 12 |
|
|
2024
Q2 | $2.22M | Buy |
50,596
+2,485
| +5% | +$109K | 1.81% | 14 |
|
|
2024
Q1 | $2.02M | Buy |
48,111
+10,394
| +28% | +$437K | 1.68% | 13 |
|
|
2023
Q4 | $1.47M | Buy |
+37,717
| New | +$1.47M | 1.08% | 18 |
|