BWM
Bulltick Wealth Management’s iShares Gold Trust IAU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.23M | Sell |
99,940
-89,329
| -47% | -$5.57M | 1.54% | 22 |
|
|
2025
Q1 | $11.2M | Buy |
189,269
+88,390
| +88% | +$5.21M | 2.96% | 5 |
|
|
2024
Q4 | $4.99M | Buy |
+100,879
| New | +$4.99M | 1.15% | 24 |
|
|
2021
Q2 | – | Sell |
-54,848
| Closed | -$892K | – | 146 |
|
|
2021
Q1 | $892K | Buy |
54,848
+2,848
| +5% | +$46.3K | 0.25% | 40 |
|
|
2020
Q4 | $943K | Buy |
+52,000
| New | +$943K | 0.28% | 36 |
|