U.S. Capital Wealth 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 | $5.49M | Buy |
88,020
+1,905
| +2% | +$119K | 0.16% | 150 |
|
|
2025
Q1 | $5.08M | Buy |
86,115
+20,045
| +30% | +$1.18M | 0.16% | 157 |
|
|
2024
Q4 | $3.27M | Buy |
66,070
+57,815
| +700% | +$2.86M | 0.1% | 207 |
|
|
2024
Q3 | $410K | Sell |
8,255
-234
| -3% | -$11.6K | 0.01% | 523 |
|
|
2024
Q2 | $373K | Sell |
8,489
-402
| -5% | -$17.7K | 0.01% | 519 |
|
|
2024
Q1 | $374K | Sell |
8,891
-20
| -0.2% | -$840 | 0.01% | 522 |
|
|
2023
Q4 | $348K | Buy |
8,911
+515
| +6% | +$20.1K | 0.01% | 524 |
|
|
2023
Q3 | $294K | Buy |
8,396
+1,383
| +20% | +$48.4K | 0.01% | 522 |
|
|
2023
Q2 | $255K | Sell |
7,013
-1,085
| -13% | -$39.5K | 0.01% | 571 |
|
|
2023
Q1 | $303K | Buy |
8,098
+4,613
| +132% | +$172K | 0.01% | 534 |
|
|
2022
Q4 | $121K | Buy |
+3,485
| New | +$121K | 0.01% | 703 |
|
|
2022
Q3 | – | Sell |
-33,713
| Closed | -$1.16M | – | 652 |
|
|
2022
Q2 | $1.16M | Buy |
33,713
+606
| +2% | +$20.8K | 0.05% | 324 |
|
|
2022
Q1 | $1.22M | Buy |
+33,107
| New | +$1.22M | 0.04% | 360 |
|