AEPWM
Atlantic Edge Private Wealth Management’s iShares Gold Trust IAU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $125K | Hold |
2,000
| – | – | 0.03% | 153 |
|
|
2025
Q1 | $118K | Hold |
2,000
| – | – | 0.04% | 150 |
|
|
2024
Q4 | $99K | Hold |
2,000
| – | – | 0.03% | 163 |
|
|
2024
Q3 | $99.4K | Hold |
2,000
| – | – | 0.03% | 164 |
|
|
2024
Q2 | $87.9K | Hold |
2,000
| – | – | 0.03% | 164 |
|
|
2024
Q1 | $84K | Hold |
2,000
| – | – | 0.03% | 160 |
|
|
2023
Q4 | $78.1K | Buy |
+2,000
| New | +$78.1K | 0.03% | 162 |
|