AllGen Financial Advisors’s iShares Gold Trust IAU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $22.5M | Sell |
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|
2025
Q1 | $21.7M | Sell |
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|
2024
Q4 | $19.6M | Sell |
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|
2024
Q3 | $20.1M | Buy |
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|
2024
Q2 | $17.5M | Buy |
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|
2024
Q1 | $14.2M | Buy |
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|
2023
Q4 | $12.8M | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $8.66M | Buy |
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|
2022
Q2 | $6.86M | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $14.8M | Sell |
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|
2021
Q1 | $15.3M | Buy |
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|
2020
Q4 | $16.9M | Buy |
|