AWM
Axxcess 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 | $58.1M | Sell |
931,595
-35,494
| -4% | -$2.21M | 1.36% | 13 |
|
|
2025
Q1 | $57M | Sell |
967,089
-74,673
| -7% | -$4.4M | 1.51% | 11 |
|
|
2024
Q4 | $51.6M | Buy |
1,041,762
+1,498
| +0.1% | +$74.2K | 1.24% | 14 |
|
|
2024
Q3 | $51.7M | Buy |
1,040,264
+158,897
| +18% | +$7.9M | 1.27% | 13 |
|
|
2024
Q2 | $38.7M | Sell |
881,367
-12,508
| -1% | -$549K | 1.02% | 18 |
|
|
2024
Q1 | $37.6M | Sell |
893,875
-53,666
| -6% | -$2.25M | 1.03% | 17 |
|
|
2023
Q4 | $37M | Sell |
947,541
-160,201
| -14% | -$6.25M | 1.07% | 15 |
|
|
2023
Q3 | $38.8M | Buy |
1,107,742
+946,138
| +585% | +$33.1M | 1.32% | 12 |
|
|
2023
Q2 | $5.88M | Sell |
161,604
-5,252
| -3% | -$191K | 0.43% | 54 |
|
|
2023
Q1 | $6.24M | Sell |
166,856
-8,268
| -5% | -$309K | 0.47% | 46 |
|
|
2022
Q4 | $6.06M | Buy |
175,124
+27,087
| +18% | +$937K | 0.5% | 45 |
|
|
2022
Q3 | $4.67M | Sell |
148,037
-29,512
| -17% | -$930K | 0.44% | 42 |
|
|
2022
Q2 | $6.09M | Sell |
177,549
-5,731
| -3% | -$197K | 0.56% | 31 |
|
|
2022
Q1 | $6.75M | Sell |
183,280
-5,968
| -3% | -$220K | 0.53% | 36 |
|
|
2021
Q4 | $6.59M | Buy |
+189,248
| New | +$6.59M | 0.48% | 42 |
|