Vance Wealth’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 | $281K | Sell |
4,510
-9
| -0.2% | -$561 | 0.09% | 94 |
|
|
2025
Q1 | $266K | Buy |
4,519
+45
| +1% | +$2.65K | 0.1% | 88 |
|
|
2024
Q4 | $222K | Sell |
4,474
-6
| -0.1% | -$297 | 0.09% | 92 |
|
|
2024
Q3 | $223K | Buy |
+4,480
| New | +$223K | 0.08% | 91 |
|
|
2023
Q1 | – | Sell |
-7,401
| Closed | -$256K | – | 76 |
|
|
2022
Q4 | $256K | Sell |
7,401
-2,231
| -23% | -$77.2K | 0.16% | 62 |
|
|
2022
Q3 | $304K | Sell |
9,632
-7
| -0.1% | -$221 | 0.23% | 50 |
|
|
2022
Q2 | $331K | Sell |
9,639
-15
| -0.2% | -$515 | 0.26% | 47 |
|
|
2022
Q1 | $356K | Sell |
9,654
-13
| -0.1% | -$479 | 0.45% | 38 |
|
|
2021
Q4 | $337K | Buy |
+9,667
| New | +$337K | 0.33% | 38 |
|