AWA
Arkadios 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 | $2.85M | Buy |
45,626
+18,312
| +67% | +$1.14M | 0.08% | 258 |
|
|
2025
Q1 | $1.61M | Buy |
27,314
+11,679
| +75% | +$689K | 0.06% | 338 |
|
|
2024
Q4 | $774K | Buy |
15,635
+948
| +6% | +$46.9K | 0.04% | 395 |
|
|
2024
Q3 | $730K | Buy |
14,687
+1,875
| +15% | +$93.2K | 0.04% | 411 |
|
|
2024
Q2 | $563K | Buy |
12,812
+798
| +7% | +$35.1K | 0.04% | 433 |
|
|
2024
Q1 | $505K | Sell |
12,014
-300
| -2% | -$12.6K | 0.04% | 377 |
|
|
2023
Q4 | $481K | Buy |
12,314
+962
| +8% | +$37.5K | 0.04% | 376 |
|
|
2023
Q3 | $397K | Sell |
11,352
-1,827
| -14% | -$63.9K | 0.04% | 402 |
|
|
2023
Q2 | $480K | Sell |
13,179
-2,661
| -17% | -$96.8K | 0.06% | 317 |
|
|
2023
Q1 | $592K | Sell |
15,840
-2,792
| -15% | -$104K | 0.07% | 276 |
|
|
2022
Q4 | $644K | Sell |
18,632
-64,656
| -78% | -$2.24M | 0.09% | 246 |
|
|
2022
Q3 | $2.63M | Sell |
83,288
-52,789
| -39% | -$1.66M | 0.4% | 64 |
|
|
2022
Q2 | $4.67M | Buy |
136,077
+5,544
| +4% | +$190K | 0.69% | 27 |
|
|
2022
Q1 | $4.81M | Buy |
130,533
+60,983
| +88% | +$2.25M | 0.63% | 31 |
|
|
2021
Q4 | $2.42M | Sell |
69,550
-4,012
| -5% | -$140K | 0.32% | 80 |
|
|
2021
Q3 | $2.46M | Buy |
73,562
+5,088
| +7% | +$170K | 0.35% | 72 |
|
|
2021
Q2 | $2.31M | Sell |
68,474
-269,397
| -80% | -$9.08M | 0.28% | 96 |
|
|
2021
Q1 | $5.49M | Buy |
337,871
+51,490
| +18% | +$837K | 0.9% | 18 |
|
|
2020
Q4 | $5.19M | Buy |
286,381
+253,656
| +775% | +$4.6M | 1.09% | 16 |
|
|
2020
Q3 | $593K | Buy |
32,725
+1,092
| +3% | +$19.8K | 0.3% | 74 |
|
|
2020
Q2 | $547K | Buy |
31,633
+29,580
| +1,441% | +$511K | 0.3% | 69 |
|
|
2020
Q1 | $30.9K | Hold |
2,053
| – | – | 0.02% | 407 |
|
|
2019
Q4 | $30.9K | Buy |
+2,053
| New | +$30.9K | 0.02% | 382 |
|