BWP
Balboa Wealth Partners’s iShares Gold Trust IAU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-4,411
| Closed | -$260K | – | 391 |
|
|
2025
Q1 | $260K | Buy |
+4,411
| New | +$260K | 0.06% | 220 |
|
|
2024
Q4 | – | Sell |
-7,594
| Closed | -$377K | – | 361 |
|
|
2024
Q3 | $377K | Buy |
7,594
+489
| +7% | +$24.3K | 0.09% | 166 |
|
|
2024
Q2 | $312K | Buy |
+7,105
| New | +$312K | 0.08% | 185 |
|