Bison Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $831K | Buy |
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|
2024
Q3 | $467K | Sell |
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|
2024
Q2 | $534K | Hold |
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|
2024
Q1 | $534K | Sell |
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|
2023
Q4 | $558K | Sell |
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|
2023
Q3 | $601K | Sell |
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|
2023
Q2 | $1.9M | Sell |
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|
2023
Q1 | $2.05M | Sell |
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|
2022
Q4 | $2.02M | Sell |
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|
2022
Q3 | $1.99M | Sell |
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|
2022
Q2 | $2.34M | Buy |
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|
2022
Q1 | $1.71M | Buy |
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|
2021
Q4 | $1.03M | Sell |
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|
2021
Q3 | $1.16M | Sell |
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|
2021
Q2 | $1.37M | Sell |
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|
2021
Q1 | $2.29M | Buy |
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|
2020
Q4 | $2.5M | Buy |
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|
2020
Q3 | $2.03M | Buy |
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|
2020
Q2 | $1.48M | Buy |
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|
2020
Q1 | $727K | Buy |
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|
2019
Q4 | $520K | Buy |
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|
2019
Q3 | $288K | Buy |
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