Cassady Schiller Wealth Management’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
2024
Q4
$17K Hold
2024
Q3
$17K Hold
2024
Q2
$15.1K Buy
2024
Q1
$7.35K Buy
2022
Q1
Sell
2021
Q4
$9K Buy