World Equity Group’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 | $656K | Buy |
10,519
+1,312
| +14% | +$81.8K | 0.18% | 128 |
|
|
2025
Q1 | $543K | Buy |
9,207
+4,395
| +91% | +$259K | 0.16% | 136 |
|
|
2024
Q4 | $238K | Buy |
+4,812
| New | +$238K | 0.05% | 313 |
|
|
2023
Q4 | – | Sell |
-6,044
| Closed | -$211K | – | 348 |
|
|
2023
Q3 | $211K | Sell |
6,044
-1,251
| -17% | -$43.8K | 0.04% | 314 |
|
|
2023
Q2 | $265K | Buy |
7,295
+4,716
| +183% | +$172K | 0.08% | 254 |
|
|
2023
Q1 | $828K | Sell |
2,579
-5,246
| -67% | -$1.68M | 0.12% | 192 |
|
|
2022
Q4 | $271K | Sell |
7,825
-396
| -5% | -$13.7K | 0.06% | 276 |
|
|
2022
Q3 | $259K | Buy |
8,221
+521
| +7% | +$16.4K | 0.07% | 265 |
|
|
2022
Q2 | $264K | Buy |
7,700
+250
| +3% | +$8.58K | 0.07% | 275 |
|
|
2022
Q1 | $274K | Buy |
+7,450
| New | +$274K | 0.06% | 288 |
|