Bogart Wealth 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 | $803K | Buy |
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|
2025
Q2 | $685K | Sell |
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|
2025
Q1 | $649K | Buy |
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|
2024
Q4 | $535K | Hold |
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|
2024
Q3 | $537K | Hold |
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|
2024
Q2 | $475K | Buy |
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|
2024
Q1 | $453K | Buy |
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|
2023
Q4 | $304K | Buy |
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|
2023
Q3 | $267K | Hold |
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|
2023
Q2 | $278K | Sell |
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|
2023
Q1 | $285K | Buy |
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|
2022
Q4 | $252K | Hold |
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|
2022
Q3 | $229K | Buy |
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|
2022
Q2 | $0 | Hold |
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|
2022
Q1 | $0 | Sell |
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|
2021
Q4 | $0 | Buy |
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|
2021
Q3 | $0 | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $1K | Hold |
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|
2020
Q2 | $1K | Hold |
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|
2020
Q1 | $1K | Buy |
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