AWA
Amplius Wealth Advisors’s iShares Gold Trust IAU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.48M | Sell |
71,850
-7,090
| -9% | -$442K | 0.42% | 37 |
|
|
2025
Q1 | $4.65M | Hold |
78,940
| – | – | 0.48% | 36 |
|
|
2024
Q4 | $3.91M | Sell |
78,940
-1,613
| -2% | -$79.9K | 0.4% | 37 |
|
|
2024
Q3 | $4M | Sell |
80,553
-3,397
| -4% | -$169K | 0.44% | 37 |
|
|
2024
Q2 | $3.69M | Sell |
83,950
-11,521
| -12% | -$506K | 0.41% | 39 |
|
|
2024
Q1 | $4.01M | Sell |
95,471
-9,603
| -9% | -$403K | 0.45% | 37 |
|
|
2023
Q4 | $4.1M | Sell |
105,074
-3,981
| -4% | -$155K | 0.5% | 39 |
|
|
2023
Q3 | $3.82M | Sell |
109,055
-2,899
| -3% | -$101K | 0.51% | 38 |
|
|
2023
Q2 | $4.07M | Sell |
111,954
-13,031
| -10% | -$474K | 0.55% | 36 |
|
|
2023
Q1 | $4.67M | Sell |
124,985
-49,208
| -28% | -$1.84M | 0.67% | 28 |
|
|
2022
Q4 | $6.03M | Sell |
174,193
-446,245
| -72% | -$15.4M | 0.96% | 25 |
|
|
2022
Q3 | $19.6M | Sell |
620,438
-52,069
| -8% | -$1.64M | 3.5% | 8 |
|
|
2022
Q2 | $23.1M | Sell |
672,507
-236,007
| -26% | -$8.1M | 3.73% | 8 |
|
|
2022
Q1 | $33.5M | Sell |
908,514
-60,649
| -6% | -$2.23M | 5.15% | 4 |
|
|
2021
Q4 | $33.7M | Buy |
+969,163
| New | +$33.7M | 4.65% | 5 |
|