WealthShield 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 | $1.44M | Sell |
23,108
-4,074
| -15% | -$254K | 0.17% | 137 |
|
|
2025
Q1 | $1.6M | Buy |
27,182
+14,184
| +109% | +$836K | 0.21% | 122 |
|
|
2024
Q4 | $644K | Buy |
+12,998
| New | +$644K | 0.09% | 191 |
|
|
2021
Q3 | – | Sell |
-6,776
| Closed | -$228K | – | 461 |
|
|
2021
Q2 | $228K | Buy |
6,776
+1,701
| +34% | +$57.2K | 0.04% | 241 |
|
|
2021
Q1 | $165K | Sell |
5,075
-121,177
| -96% | -$3.94M | 0.03% | 276 |
|
|
2020
Q4 | $4.58M | Buy |
126,252
+81,572
| +183% | +$2.96M | 0.84% | 38 |
|
|
2020
Q3 | $1.61M | Buy |
+44,680
| New | +$1.61M | 0.56% | 48 |
|