Tradition 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 | $683K | Buy |
10,952
+1,263
| +13% | +$78.8K | 0.05% | 226 |
|
|
2025
Q1 | $571K | Sell |
9,689
-544
| -5% | -$32.1K | 0.05% | 230 |
|
|
2024
Q4 | $507K | Hold |
10,233
| – | – | 0.04% | 240 |
|
|
2024
Q3 | $509K | Hold |
10,233
| – | – | 0.05% | 238 |
|
|
2024
Q2 | $450K | Hold |
10,233
| – | – | 0.04% | 249 |
|
|
2024
Q1 | $430K | Sell |
10,233
-689
| -6% | -$28.9K | 0.04% | 245 |
|
|
2023
Q4 | $426K | Buy |
10,922
+603
| +6% | +$23.5K | 0.04% | 219 |
|
|
2023
Q3 | $361K | Sell |
10,319
-75
| -0.7% | -$2.62K | 0.04% | 225 |
|
|
2023
Q2 | $378K | Sell |
10,394
-1,276
| -11% | -$46.4K | 0.04% | 220 |
|
|
2023
Q1 | $436K | Buy |
11,670
+380
| +3% | +$14.2K | 0.05% | 191 |
|
|
2022
Q4 | $391K | Sell |
11,290
-1,395
| -11% | -$48.3K | 0.06% | 193 |
|
|
2022
Q3 | $400K | Sell |
12,685
-2,759
| -18% | -$87K | 0.06% | 180 |
|
|
2022
Q2 | $530K | Sell |
15,444
-350
| -2% | -$12K | 0.08% | 162 |
|
|
2022
Q1 | $582K | Sell |
15,794
-383
| -2% | -$14.1K | 0.07% | 171 |
|
|
2021
Q4 | $563K | Sell |
16,177
-43,663
| -73% | -$1.52M | 0.07% | 175 |
|
|
2021
Q3 | $2M | Buy |
59,840
+581
| +1% | +$19.4K | 0.28% | 83 |
|
|
2021
Q2 | $2M | Buy |
59,259
+45,373
| +327% | +$1.53M | 0.3% | 85 |
|
|
2021
Q1 | $452K | Buy |
13,886
+885
| +7% | +$28.8K | 0.08% | 166 |
|
|
2020
Q4 | $471K | Buy |
+13,001
| New | +$471K | 0.09% | 154 |
|