AWM
Activest Wealth Management’s iShares Gold Trust IAU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Hold |
0
| – | – | – | 1221 |
|
|
2025
Q1 | – | Sell |
-300
| Closed | -$14.9K | – | 1236 |
|
|
2024
Q4 | $14.9K | Buy |
+300
| New | +$14.9K | ﹤0.01% | 279 |
|
|
2024
Q3 | – | Hold |
0
| – | – | – | 667 |
|
|
2024
Q2 | – | Hold |
0
| – | – | – | 610 |
|
|
2024
Q1 | – | Hold |
0
| – | – | – | 415 |
|
|
2023
Q4 | – | Sell |
-3
| Closed | -$105 | – | 407 |
|
|
2023
Q3 | $105 | Hold |
3
| – | – | ﹤0.01% | 335 |
|
|
2023
Q2 | $108 | Hold |
3
| – | – | ﹤0.01% | 286 |
|
|
2023
Q1 | $113 | Buy |
+3
| New | +$113 | ﹤0.01% | 310 |
|
|
2022
Q3 | – | Sell |
-33
| Closed | -$1K | – | 515 |
|
|
2022
Q2 | $1K | Buy |
33
+30
| +1,000% | +$909 | ﹤0.01% | 357 |
|
|
2022
Q1 | $0 | Hold |
3
| – | – | ﹤0.01% | 352 |
|
|
2021
Q4 | $0 | Sell |
3
-206
| -99% | – | ﹤0.01% | 356 |
|
|
2021
Q3 | $7K | Buy |
209
+206
| +6,867% | +$6.9K | ﹤0.01% | 256 |
|
|
2021
Q2 | $1K | Buy |
+3
| New | +$1K | ﹤0.01% | 312 |
|