Blue Bell Private 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 | $397K | Hold |
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|
2025
Q2 | $340K | Sell |
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|
2025
Q1 | $341K | Hold |
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|
2024
Q4 | $286K | Hold |
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|
2024
Q3 | $287K | Hold |
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|
2024
Q2 | $254K | Sell |
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|
2024
Q1 | $250K | Hold |
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|
2023
Q4 | $232K | Buy |
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|
2023
Q3 | $208K | Sell |
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|
2023
Q2 | $217K | Hold |
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|
2023
Q1 | $223K | Hold |
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|
2022
Q4 | $206K | Hold |
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|
2022
Q3 | $188K | Hold |
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|
2022
Q2 | $204K | Hold |
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|
2022
Q1 | $219K | Hold |
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|
2021
Q4 | $207K | Hold |
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|
2021
Q3 | $199K | Sell |
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|
2021
Q2 | $226K | Sell |
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|
2021
Q1 | $218K | Hold |
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|
2020
Q4 | $240K | Buy |
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|
2020
Q3 | $214K | Hold |
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|
2020
Q2 | $200K | Buy |
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|
2020
Q1 | $135K | Sell |
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|
2019
Q4 | $133K | Buy |
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|
2019
Q3 | $118K | Hold |
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|
2019
Q2 | $113K | Hold |
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|
2019
Q1 | $104K | Hold |
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|
2018
Q4 | $103K | Sell |
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|
2018
Q3 | $107K | Sell |
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|
2018
Q2 | $119K | Buy |
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|
2018
Q1 | $119K | Hold |
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|
2017
Q4 | $117K | Hold |
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|
2017
Q3 | $116K | Hold |
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|
2017
Q2 | $112K | Hold |
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|
2017
Q1 | $113K | Hold |
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|
2016
Q4 | $105K | Sell |
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|
2016
Q3 | $142K | Sell |
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|
2016
Q2 | $163K | Hold |
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|
2016
Q1 | $151K | Hold |
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|
2015
Q4 | $130K | Buy |
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|
2015
Q3 | $68K | Hold |
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|
2015
Q2 | $72K | Sell |
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|
2015
Q1 | $87K | Hold |
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|
2014
Q4 | $86K | Sell |
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|
2014
Q3 | $130K | Buy |
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|
2014
Q2 | $98K | Buy |
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|
2014
Q1 | $90K | Hold |
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|
2013
Q4 | $84K | Buy |
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