BAWC
Boyce & Associates Wealth Consulting’s iShares Gold Trust IAU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.58M | Sell |
25,379
-2,470
| -9% | -$154K | 1.44% | 18 |
|
|
2025
Q1 | $1.64M | Buy |
27,849
+1,146
| +4% | +$67.6K | 1.64% | 14 |
|
|
2024
Q4 | $1.32M | Buy |
26,703
+409
| +2% | +$20.3K | 1.34% | 15 |
|
|
2024
Q3 | $1.31M | Buy |
26,294
+745
| +3% | +$37K | 1.36% | 13 |
|
|
2024
Q2 | $1.12M | Sell |
25,549
-3,158
| -11% | -$139K | 1.32% | 14 |
|
|
2024
Q1 | $1.21M | Sell |
28,707
-4,439
| -13% | -$186K | 1.56% | 13 |
|
|
2023
Q4 | $1.29M | Buy |
33,146
+948
| +3% | +$37K | 1.88% | 12 |
|
|
2023
Q3 | $1.13M | Sell |
32,198
-78
| -0.2% | -$2.73K | 1.88% | 11 |
|
|
2023
Q2 | $1.17M | Buy |
32,276
+4,351
| +16% | +$158K | 1.96% | 11 |
|
|
2023
Q1 | $1.06M | Buy |
27,925
+13,399
| +92% | +$510K | 1.9% | 14 |
|
|
2022
Q4 | $502K | Buy |
+14,526
| New | +$502K | 0.96% | 19 |
|