Clay Northam 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 | $441K | Hold |
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|
2025
Q2 | $378K | Sell |
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|
2025
Q1 | $359K | Buy |
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|
2024
Q4 | $301K | Sell |
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|
2024
Q3 | $306K | Buy |
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|
2024
Q2 | $270K | Hold |
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|
2024
Q1 | $258K | Sell |
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|
2023
Q4 | $248K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $208K | Hold |
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|
2023
Q1 | $213K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $225K | Hold |
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|
2022
Q2 | $245K | Buy |
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