Venturi Wealth Management’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 | $1.54M | Sell |
24,722
-79
| -0.3% | -$4.93K | 0.08% | 152 |
|
|
2025
Q1 | $1.46M | Buy |
24,801
+4,979
| +25% | +$294K | 0.08% | 149 |
|
|
2024
Q4 | $981K | Buy |
19,822
+5,954
| +43% | +$295K | 0.05% | 211 |
|
|
2024
Q3 | $689K | Hold |
13,868
| – | – | 0.04% | 233 |
|
|
2024
Q2 | $609K | Buy |
13,868
+1,388
| +11% | +$61K | 0.04% | 248 |
|
|
2024
Q1 | $524K | Sell |
12,480
-11,429
| -48% | -$480K | 0.03% | 262 |
|
|
2023
Q4 | $933K | Hold |
23,909
| – | – | 0.07% | 180 |
|
|
2023
Q3 | $837K | Sell |
23,909
-606
| -2% | -$21.2K | 0.07% | 184 |
|
|
2023
Q2 | $892K | Buy |
24,515
+21,977
| +866% | +$800K | 0.07% | 175 |
|
|
2023
Q1 | $94.8K | Buy |
+2,538
| New | +$94.8K | 0.01% | 411 |
|