Centric 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $270K | Buy |
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|
2025
Q2 | $228K | Hold |
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|
2025
Q1 | $210K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $223K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $1.47M | Buy |
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|
2022
Q2 | $1.59M | Buy |
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|
2022
Q1 | $1.6M | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $1.94M | Sell |
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|
2020
Q2 | $3.4M | Buy |
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|
2020
Q1 | $1.94M | Sell |
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|
2019
Q4 | $2.11M | Buy |
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|
2019
Q3 | $1.94M | Sell |
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|
2019
Q2 | $1.95M | Buy |
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|
2019
Q1 | $1.57M | Buy |
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|
2018
Q4 | $342K | Buy |
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