Valley Forge Investment Consultants’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 | $440K | Sell |
7,058
-1,112
| -14% | -$69.3K | 0.14% | 52 |
|
|
2025
Q1 | $482K | Buy |
8,170
+3,722
| +84% | +$219K | 0.17% | 47 |
|
|
2024
Q4 | $220K | Hold |
4,448
| – | – | 0.08% | 71 |
|
|
2024
Q3 | $221K | Buy |
+4,448
| New | +$221K | 0.08% | 71 |
|
|
2024
Q2 | – | Sell |
-4,969
| Closed | -$209K | – | 84 |
|
|
2024
Q1 | $209K | Buy |
+4,969
| New | +$209K | 0.08% | 73 |
|
|
2023
Q3 | – | Sell |
-5,722
| Closed | -$208K | – | 81 |
|
|
2023
Q2 | $208K | Buy |
5,722
+15
| +0.3% | +$546 | 0.1% | 58 |
|
|
2023
Q1 | $213K | Buy |
+5,707
| New | +$213K | 0.11% | 56 |
|
|
2021
Q3 | – | Sell |
-7,036
| Closed | -$237K | – | 79 |
|
|
2021
Q2 | $237K | Buy |
+7,036
| New | +$237K | 0.13% | 65 |
|