Valued Retirements’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 | $2.23M | Sell |
35,801
-177
| -0.5% | -$11K | 2.52% | 11 |
|
|
2025
Q1 | $2.12M | Hold |
35,978
| – | – | 2.79% | 10 |
|
|
2024
Q4 | $1.78M | Sell |
35,978
-2,469
| -6% | -$122K | 2.4% | 12 |
|
|
2024
Q3 | $1.91M | Hold |
38,447
| – | – | 2.63% | 10 |
|
|
2024
Q2 | $1.69M | Hold |
38,447
| – | – | 2.56% | 12 |
|
|
2024
Q1 | $1.62M | Sell |
38,447
-201
| -0.5% | -$8.44K | 2.58% | 12 |
|
|
2023
Q4 | $1.51M | Buy |
+38,648
| New | +$1.51M | 2.61% | 12 |
|