Westover Capital 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 | $3.94M | Buy |
63,194
+9,396
| +17% | +$586K | 0.79% | 35 |
|
|
2025
Q1 | $3.17M | Buy |
53,798
+3,760
| +8% | +$222K | 0.7% | 39 |
|
|
2024
Q4 | $2.48M | Sell |
50,038
-36,238
| -42% | -$1.79M | 0.55% | 43 |
|
|
2024
Q3 | $4.29M | Buy |
86,276
+54,134
| +168% | +$2.69M | 0.82% | 28 |
|
|
2024
Q2 | $1.41M | Buy |
32,142
+1,308
| +4% | +$57.5K | 0.36% | 68 |
|
|
2024
Q1 | $1.3M | Buy |
30,834
+9,209
| +43% | +$387K | 0.38% | 70 |
|
|
2023
Q4 | $844K | Buy |
21,625
+13,391
| +163% | +$523K | 0.27% | 86 |
|
|
2023
Q3 | $288K | Sell |
8,234
-570
| -6% | -$19.9K | 0.1% | 140 |
|
|
2023
Q2 | $320K | Buy |
8,804
+800
| +10% | +$29.1K | 0.11% | 133 |
|
|
2023
Q1 | $299K | Buy |
+8,004
| New | +$299K | 0.11% | 135 |
|