WealthPLAN Partners’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 | $254K | Sell |
4,081
-49
| -1% | -$3.06K | 0.04% | 234 |
|
|
2025
Q1 | $244K | Buy |
+4,130
| New | +$244K | 0.03% | 230 |
|
|
2023
Q3 | – | Sell |
-3,736
| Closed | -$136K | – | 673 |
|
|
2023
Q2 | $136K | Sell |
3,736
-42
| -1% | -$1.53K | 0.02% | 348 |
|
|
2023
Q1 | $141K | Buy |
+3,778
| New | +$141K | 0.02% | 360 |
|
|
2017
Q2 | – | Sell |
-1,800
| Closed | -$43.6K | – | 293 |
|
|
2017
Q1 | $43.6K | Buy |
+1,800
| New | +$43.6K | 0.15% | 120 |
|
|
2016
Q3 | $212K | Buy |
8,667
+176
| +2% | +$4.31K | 0.07% | 139 |
|
|
2016
Q2 | $100K | Buy |
+8,491
| New | +$100K | 0.01% | 612 |
|
|
2015
Q4 | $12.5K | Buy |
+1,833
| New | +$12.5K | ﹤0.01% | 1079 |
|
|
2015
Q2 | – | Sell |
-407
| Closed | -$9K | – | 470 |
|
|
2015
Q1 | $9K | Buy |
+407
| New | +$9K | ﹤0.01% | 385 |
|