Cary Street Partners Investment Advisory’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
Q2 | $117K | Sell |
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2025
Q1 | $160K | Buy |
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|
2024
Q4 | $59.8K | Sell |
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|
2024
Q3 | $226K | Sell |
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|
2024
Q2 | $202K | Sell |
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|
2024
Q1 | $218K | Sell |
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|
2023
Q4 | $227K | Sell |
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|
2023
Q3 | $206K | Buy |
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|
2023
Q2 | $156K | Sell |
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|
2023
Q1 | $168K | Sell |
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|
2022
Q4 | $156K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $119K | Buy |
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