TruWealth Advisors’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 | $7.67M | Buy |
+122,955
| New | +$7.67M | 0.42% | 53 |
|
|
2024
Q4 | – | Sell |
-4,067
| Closed | -$202K | – | 168 |
|
|
2024
Q3 | $202K | Buy |
+4,067
| New | +$202K | 0.01% | 161 |
|
|
2021
Q3 | – | Sell |
-7,071
| Closed | -$238K | – | 120 |
|
|
2021
Q2 | $238K | Sell |
7,071
-686
| -9% | -$23.1K | 0.03% | 104 |
|
|
2021
Q1 | $252K | Sell |
7,757
-27,072
| -78% | -$879K | 0.03% | 94 |
|
|
2020
Q4 | $1.26M | Buy |
+34,829
| New | +$1.26M | 0.19% | 47 |
|