Atria Wealth Solutions’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 | $12.4M | Sell |
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|
2025
Q1 | $27.3M | Buy |
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|
2024
Q4 | $19.5M | Buy |
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|
2024
Q3 | $18.5M | Sell |
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|
2024
Q2 | $16.5M | Sell |
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|
2024
Q1 | $16.3M | Buy |
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|
2023
Q4 | $15M | Buy |
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|
2023
Q3 | $13.1M | Sell |
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|
2023
Q2 | $18.6M | Buy |
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|
2023
Q1 | $13.8M | Buy |
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|
2022
Q4 | $12.6M | Sell |
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|
2022
Q3 | $12.4M | Buy |
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|
2022
Q2 | $12.5M | Buy |
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|
2022
Q1 | $10.8M | Buy |
|