Virtus Family Office’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 | $970K | Sell |
15,548
-17,894
| -54% | -$1.12M | 1.24% | 33 |
|
|
2025
Q1 | $1.97M | Sell |
33,442
-554
| -2% | -$32.7K | 2.53% | 18 |
|
|
2024
Q4 | $1.68M | Sell |
33,996
-8,008
| -19% | -$396K | 2.11% | 23 |
|
|
2024
Q3 | $2.09M | Buy |
42,004
+334
| +0.8% | +$16.6K | 2.76% | 16 |
|
|
2024
Q2 | $1.83M | Sell |
41,670
-6,663
| -14% | -$293K | 2.49% | 16 |
|
|
2024
Q1 | $2.03M | Sell |
48,333
-158
| -0.3% | -$6.64K | 3.24% | 16 |
|
|
2023
Q4 | $1.89M | Buy |
48,491
+1,584
| +3% | +$61.8K | 3.17% | 15 |
|
|
2023
Q3 | $1.64M | Buy |
46,907
+603
| +1% | +$21.1K | 2.98% | 12 |
|
|
2023
Q2 | $1.68M | Sell |
46,304
-3,980
| -8% | -$145K | 3.12% | 13 |
|
|
2023
Q1 | $1.88M | Sell |
50,284
-800
| -2% | -$29.9K | 3.71% | 8 |
|
|
2022
Q4 | $1.77M | Sell |
51,084
-30,355
| -37% | -$1.05M | 3.95% | 7 |
|
|
2022
Q3 | $2.57M | Buy |
+81,439
| New | +$2.57M | 6.56% | 2 |
|