Axxcess Wealth Management’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 | $58.1M | Sell |
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|
2025
Q1 | $57M | Sell |
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|
2024
Q4 | $51.6M | Buy |
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|
2024
Q3 | $51.7M | Buy |
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|
2024
Q2 | $38.7M | Sell |
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|
2024
Q1 | $37.6M | Sell |
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|
2023
Q4 | $37M | Sell |
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|
2023
Q3 | $38.8M | Buy |
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|
2023
Q2 | $5.88M | Sell |
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|
2023
Q1 | $6.24M | Sell |
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|
2022
Q4 | $6.06M | Buy |
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|
2022
Q3 | $4.67M | Sell |
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|
2022
Q2 | $6.09M | Sell |
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|
2022
Q1 | $6.75M | Sell |
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|
2021
Q4 | $6.59M | Buy |
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