Williams & Novak’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
$448K Sell
7,184
-1,572
-18% -$98K 0.38% 70
2025
Q1
$515K Sell
8,756
-740
-8% -$43.6K 0.5% 55
2024
Q4
$470K Hold
9,496
0.45% 58
2024
Q3
$472K Sell
9,496
-13
-0.1% -$646 0.44% 60
2024
Q2
$418K Buy
9,509
+13
+0.1% +$571 0.39% 59
2024
Q1
$371K Hold
9,496
0.42% 56
2023
Q4
$371K Buy
+9,496
New +$371K 0.42% 56