Valued 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 | $52.4K | Hold |
840
| – | – | 0.03% | 79 |
|
|
2025
Q1 | $49.5K | Hold |
840
| – | – | 0.03% | 90 |
|
|
2024
Q4 | $41.6K | Buy |
840
+333
| +66% | +$16.5K | 0.03% | 100 |
|
|
2024
Q3 | $25.2K | Hold |
507
| – | – | 0.02% | 129 |
|
|
2024
Q2 | $22.3K | Hold |
507
| – | – | 0.02% | 119 |
|
|
2024
Q1 | $21.3K | Buy |
+507
| New | +$21.3K | 0.02% | 119 |
|