Tyler-Stone 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 | $327K | Hold |
5,243
| – | – | 0.05% | 256 |
|
|
2025
Q1 | $309K | Sell |
5,243
-3,766
| -42% | -$222K | 0.06% | 250 |
|
|
2024
Q4 | $446K | Hold |
9,009
| – | – | 0.08% | 206 |
|
|
2024
Q3 | $448K | Buy |
9,009
+4,504
| +100% | +$224K | 0.08% | 198 |
|
|
2024
Q2 | $198K | Hold |
4,505
| – | – | 0.08% | 192 |
|
|
2024
Q1 | $189K | Sell |
4,505
-3,502
| -44% | -$147K | 0.08% | 197 |
|
|
2023
Q4 | $312K | Hold |
8,007
| – | – | 0.16% | 128 |
|
|
2023
Q3 | $280K | Hold |
8,007
| – | – | 0.16% | 123 |
|
|
2023
Q2 | $291K | Buy |
+8,007
| New | +$291K | 0.16% | 119 |
|
|
2022
Q4 | $277K | Hold |
8,007
| – | – | 0.19% | 118 |
|
|
2022
Q3 | $252K | Hold |
8,007
| – | – | 0.19% | 115 |
|
|
2022
Q2 | $275K | Buy |
+8,007
| New | +$275K | 0.18% | 113 |
|
|
2022
Q1 | – | Sell |
-7,957
| Closed | -$277K | – | 851 |
|
|
2021
Q4 | $277K | Buy |
+7,957
| New | +$277K | 0.15% | 146 |
|