Carson Wealth (CWM 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 | $138M | Buy |
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|
2025
Q2 | $64.7M | Buy |
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|
2025
Q1 | $57.8M | Buy |
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|
2024
Q4 | $38M | Buy |
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|
2024
Q3 | $1.67M | Sell |
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|
2024
Q2 | $1.5M | Buy |
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|
2024
Q1 | $1.35M | Buy |
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|
2023
Q4 | $817K | Buy |
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|
2023
Q3 | $670K | Buy |
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|
2023
Q2 | $679K | Buy |
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|
2023
Q1 | $673K | Sell |
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|
2022
Q4 | $744K | Sell |
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|
2022
Q3 | $1.08M | Sell |
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|
2022
Q2 | $4.66M | Sell |
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|
2022
Q1 | $5.51M | Buy |
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|
2021
Q4 | $2.55M | Buy |
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|
2021
Q2 | $3.53M | Buy |
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|
2021
Q1 | $3.53M | Hold |
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|
2020
Q4 | $3.53M | Hold |
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|
2020
Q3 | $3.53M | Hold |
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|
2020
Q2 | $3.53M | Hold |
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|
2020
Q1 | $3.53M | Hold |
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|
2019
Q4 | $3.53M | Hold |
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|
2019
Q3 | $3.53M | Hold |
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|
2019
Q2 | $3.53M | Hold |
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|
2019
Q1 | $3.53M | Buy |
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|
2018
Q4 | $232K | Buy |
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|
2018
Q3 | $102K | Buy |
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|
2018
Q2 | $104K | Hold |
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|
2018
Q1 | $110K | Buy |
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|
2017
Q4 | $21K | Hold |
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|
2017
Q3 | $20K | Sell |
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|
2017
Q2 | $24K | Hold |
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|
2017
Q1 | $24K | Buy |
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|
2016
Q4 | $13K | Buy |
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|
2016
Q3 | $5K | Sell |
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|
2016
Q2 | $329K | Buy |
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|
2016
Q1 | $14K | Hold |
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|
2015
Q4 | $12K | Sell |
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|
2015
Q3 | $21K | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $14K | Buy |
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