Transform 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
Q1 | $17.8M | Buy |
302,683
+4,388
| +1% | +$259K | 1.08% | 20 |
|
|
2024
Q4 | $14.8M | Buy |
298,295
+292,442
| +4,996% | +$14.5M | 0.82% | 30 |
|
|
2024
Q3 | $291K | Sell |
5,853
-509
| -8% | -$25.3K | 0.02% | 184 |
|
|
2024
Q2 | $279K | Buy |
6,362
+538
| +9% | +$23.6K | 0.02% | 183 |
|
|
2024
Q1 | $245K | Sell |
5,824
-161,218
| -97% | -$6.77M | 0.02% | 196 |
|
|
2023
Q4 | $6.52M | Buy |
167,042
+2,300
| +1% | +$89.8K | 0.64% | 55 |
|
|
2023
Q3 | $5.76M | Sell |
164,742
-174,513
| -51% | -$6.11M | 0.61% | 56 |
|
|
2023
Q2 | $12.3M | Sell |
339,255
-1,403
| -0.4% | -$51.1K | 1.11% | 24 |
|
|
2023
Q1 | $12.7M | Buy |
340,658
+171,446
| +101% | +$6.41M | 1.2% | 25 |
|
|
2022
Q4 | $5.85M | Buy |
+169,212
| New | +$5.85M | 0.66% | 54 |
|
|
2021
Q3 | – | Sell |
-74,169
| Closed | -$2.5M | – | 229 |
|
|
2021
Q2 | $2.5M | Sell |
74,169
-250
| -0.3% | -$8.43K | 0.31% | 84 |
|
|
2021
Q1 | $2.42M | Sell |
74,419
-149,050
| -67% | -$4.85M | 0.49% | 71 |
|
|
2020
Q4 | $8.1M | Sell |
223,469
-195,049
| -47% | -$7.07M | 1.69% | 9 |
|
|
2020
Q3 | $15.1M | Sell |
418,518
-29,255
| -7% | -$1.05M | 2.43% | 5 |
|
|
2020
Q2 | $15.2M | Buy |
447,773
+374,299
| +509% | +$12.7M | 2.61% | 4 |
|
|
2020
Q1 | $2.22M | Buy |
73,474
+8,410
| +13% | +$254K | 0.47% | 76 |
|
|
2019
Q4 | $1.89M | Sell |
65,064
-1,038
| -2% | -$30.1K | 0.3% | 96 |
|
|
2019
Q3 | $1.86M | Buy |
+66,102
| New | +$1.86M | 0.33% | 92 |
|