Betterment LLC’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 | $1.33M | Buy |
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|
2025
Q2 | $607K | Buy |
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|
2025
Q1 | $548K | Sell |
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|
2024
Q4 | $546K | Buy |
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|
2024
Q3 | $538K | Sell |
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|
2024
Q2 | $515K | Buy |
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|
2024
Q1 | $441K | Buy |
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|
2023
Q4 | $353K | Buy |
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|
2023
Q3 | $283K | Buy |
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|
2023
Q2 | $275K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $224K | Buy |
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