Trivium Point Advisory’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 | $677K | Buy |
10,850
+1,156
| +12% | +$72.1K | 0.07% | 216 |
|
|
2025
Q1 | $572K | Buy |
9,694
+2,021
| +26% | +$119K | 0.07% | 215 |
|
|
2024
Q4 | $380K | Buy |
+7,673
| New | +$380K | 0.05% | 256 |
|
|
2022
Q2 | – | Sell |
-45,920
| Closed | -$1.68M | – | 215 |
|
|
2022
Q1 | $1.68M | Buy |
+45,920
| New | +$1.68M | 0.37% | 92 |
|
|
2020
Q4 | – | Sell |
-17,958
| Closed | -$646K | – | 185 |
|
|
2020
Q3 | $646K | Sell |
17,958
-4,005
| -18% | -$144K | 0.23% | 113 |
|
|
2020
Q2 | $749K | Buy |
21,963
+4,470
| +26% | +$152K | 0.3% | 101 |
|
|
2020
Q1 | $549K | Buy |
+17,493
| New | +$549K | 0.28% | 99 |
|
|
2019
Q4 | – | Sell |
-10,018
| Closed | -$289K | – | 164 |
|
|
2019
Q3 | $289K | Buy |
+10,018
| New | +$289K | 0.13% | 129 |
|