Warren Street 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 | $300K | Sell |
4,813
-10
| -0.2% | -$624 | 0.1% | 91 |
|
|
2025
Q1 | $284K | Buy |
4,823
+5
| +0.1% | +$295 | 0.11% | 81 |
|
|
2024
Q4 | $239K | Sell |
4,818
-125
| -3% | -$6.19K | 0.1% | 87 |
|
|
2024
Q3 | $246K | Sell |
4,943
-165
| -3% | -$8.2K | 0.1% | 84 |
|
|
2024
Q2 | $224K | Sell |
5,108
-453
| -8% | -$19.9K | 0.11% | 86 |
|
|
2024
Q1 | $234K | Sell |
5,561
-304
| -5% | -$12.8K | 0.12% | 85 |
|
|
2023
Q4 | $229K | Sell |
5,865
-68
| -1% | -$2.65K | 0.13% | 81 |
|
|
2023
Q3 | $208K | Sell |
5,933
-21
| -0.4% | -$735 | 0.14% | 77 |
|
|
2023
Q2 | $217K | Buy |
5,954
+76
| +1% | +$2.77K | 0.14% | 71 |
|
|
2023
Q1 | $220K | Sell |
5,878
-23
| -0.4% | -$860 | 0.16% | 64 |
|
|
2022
Q4 | $204K | Buy |
+5,901
| New | +$204K | 0.16% | 63 |
|
|
2022
Q3 | – | Sell |
-6,337
| Closed | -$217K | – | 53 |
|
|
2022
Q2 | $217K | Sell |
6,337
-236
| -4% | -$8.08K | 0.21% | 48 |
|
|
2022
Q1 | $242K | Sell |
6,573
-425
| -6% | -$15.6K | 0.21% | 46 |
|
|
2021
Q4 | $244K | Buy |
+6,998
| New | +$244K | 0.23% | 42 |
|