Beaird Harris 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
Q3 | $238K | Buy |
|
|||||
|
2025
Q2 | $188K | Hold |
|
|||||
|
2025
Q1 | $178K | Hold |
|
|||||
|
2024
Q4 | $149K | Hold |
|
|||||
|
2024
Q3 | $150K | Hold |
|
|||||
|
2024
Q2 | $132K | Hold |
|
|||||
|
2024
Q1 | $127K | Buy |
|
|||||
|
2023
Q4 | $93.2K | Sell |
|
|||||
|
2023
Q3 | $134K | Buy |
|
|||||
|
2023
Q2 | $119K | Buy |
|
|||||
|
2023
Q1 | $121K | Hold |
|
|||||
|
2022
Q4 | $112K | Sell |
|
|||||
|
2022
Q3 | $113K | Buy |
|
|||||
|
2022
Q2 | $100K | Buy |
|
|||||
|
2022
Q1 | $55K | Hold |
|
|||||
|
2021
Q4 | $52K | Buy |
|