Amplius Wealth 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 | $4.48M | Sell |
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|
2025
Q1 | $4.65M | Hold |
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|
2024
Q4 | $3.91M | Sell |
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|
2024
Q3 | $4M | Sell |
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|
2024
Q2 | $3.69M | Sell |
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|
2024
Q1 | $4.01M | Sell |
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|
2023
Q4 | $4.1M | Sell |
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|
2023
Q3 | $3.82M | Sell |
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|
2023
Q2 | $4.07M | Sell |
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|
2023
Q1 | $4.67M | Sell |
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|
2022
Q4 | $6.03M | Sell |
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|
2022
Q3 | $19.6M | Sell |
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|
2022
Q2 | $23.1M | Sell |
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|
2022
Q1 | $33.5M | Sell |
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|
2021
Q4 | $33.7M | Buy |
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