Wealthstar 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 | $1.01M | Sell |
16,169
-27,418
| -63% | -$1.71M | 0.38% | 52 |
|
|
2025
Q1 | $2.57M | Sell |
43,587
-17,256
| -28% | -$1.02M | 1.18% | 14 |
|
|
2024
Q4 | $3.01M | Buy |
+60,843
| New | +$3.01M | 1.31% | 11 |
|
|
2024
Q2 | – | Sell |
-62,328
| Closed | -$2.62M | – | 70 |
|
|
2024
Q1 | $2.62M | Buy |
62,328
+3,604
| +6% | +$151K | 0.91% | 12 |
|
|
2023
Q4 | $2.29M | Sell |
58,724
-14,170
| -19% | -$553K | 0.37% | 15 |
|
|
2023
Q3 | $2.55M | Sell |
72,894
-12,064
| -14% | -$422K | 0.98% | 11 |
|
|
2023
Q2 | $3.09M | Sell |
84,958
-727
| -0.8% | -$26.5K | 1.3% | 8 |
|
|
2023
Q1 | $3.2M | Sell |
85,685
-963
| -1% | -$36K | 1.21% | 8 |
|
|
2022
Q4 | $2.98M | Sell |
86,648
-1,067
| -1% | -$36.7K | 1.35% | 9 |
|
|
2022
Q3 | $2.76M | Sell |
87,715
-23,165
| -21% | -$729K | 1.31% | 10 |
|
|
2022
Q2 | $3.81M | Buy |
110,880
+9,049
| +9% | +$311K | 1.47% | 13 |
|
|
2022
Q1 | $3.75M | Buy |
+101,831
| New | +$3.75M | 1.39% | 14 |
|