Baldwin Wealth Partners’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
Q3 | $21.5M | Sell |
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|
2025
Q2 | $18.6M | Sell |
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|
2025
Q1 | $17.9M | Sell |
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|
2024
Q4 | $15.3M | Sell |
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|
2024
Q3 | $15.6M | Sell |
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|
2024
Q2 | $14M | Sell |
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|
2024
Q1 | $13.6M | Sell |
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|
2023
Q4 | $12.8M | Sell |
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|
2023
Q3 | $11.7M | Sell |
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|
2023
Q2 | $12.4M | Sell |
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|
2023
Q1 | $12.9M | Sell |
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|
2022
Q4 | $12.5M | Buy |
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|
2022
Q3 | $1.19M | Hold |
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|
2022
Q2 | $1.3M | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $1.31M | Buy |
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|
2021
Q3 | $60K | Sell |
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|
2021
Q2 | $1.27M | Hold |
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|
2021
Q1 | $1.23M | Hold |
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|
2020
Q4 | $1.37M | Buy |
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|
2020
Q3 | $1.35M | Buy |
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|
2020
Q2 | $1.26M | Buy |
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|
2020
Q1 | $28K | Hold |
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|
2019
Q4 | $27K | Hold |
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|
2019
Q3 | $26K | Hold |
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|
2019
Q2 | $25K | Hold |
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|
2019
Q1 | $23K | Hold |
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|
2018
Q4 | $23K | Hold |
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|
2018
Q3 | $21K | Hold |
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|
2018
Q2 | $22K | Hold |
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|
2018
Q1 | $23K | Hold |
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|
2017
Q4 | $23K | Buy |
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|
2017
Q3 | $11K | Buy |
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