AE Wealth Management’s iShares Gold Trust Micro IAUM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $20.2M | Buy |
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|
2025
Q2 | $14.8M | Buy |
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|
2025
Q1 | $9.88M | Buy |
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|
2024
Q4 | $6.99M | Buy |
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|
2024
Q3 | $3.92M | Sell |
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|
2024
Q2 | $10.3M | Sell |
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|
2024
Q1 | $11.2M | Sell |
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|
2023
Q4 | $28.9M | Sell |
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|
2023
Q3 | $35.4M | Buy |
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|
2023
Q2 | $33M | Sell |
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|
2023
Q1 | $37.5M | Buy |
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|
2022
Q4 | $33M | Buy |
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|
2022
Q3 | $20.2M | Buy |
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|
2022
Q2 | $5.76M | Buy |
|