Virtue Capital 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
Sell
-4,775
Closed -$281K 374
2025
Q1
$281K Buy
+4,775
New +$281K 0.03% 374
2024
Q3
Sell
-4,970
Closed -$226K 335
2024
Q2
$226K Sell
4,970
-778
-14% -$35.4K 0.04% 335
2024
Q1
$263K Sell
5,748
-104
-2% -$4.77K 0.05% 312
2023
Q4
$227K Sell
5,852
-3,318
-36% -$128K 0.05% 328
2023
Q3
$333K Hold
9,170
0.06% 285
2023
Q2
$333K Sell
9,170
-3,248
-26% -$118K 0.06% 285
2023
Q1
$468K Buy
+12,418
New +$468K 0.08% 234
2018
Q2
Sell
-377
Closed -$10K 311
2018
Q1
$10K Buy
+377
New +$10K 0.01% 375