Concord Wealth Partners’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 | $13.5K | Buy |
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|
2025
Q2 | $1.93K | Hold |
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|
2025
Q1 | $1.83K | Hold |
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|
2024
Q4 | $1.53K | Sell |
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|
2024
Q3 | $7.16K | Hold |
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|
2024
Q2 | $6.33K | Hold |
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|
2024
Q1 | $6.05K | Hold |
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|
2023
Q4 | $5.62K | Sell |
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|
2023
Q3 | $72.1K | Sell |
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|
2023
Q2 | $75.4K | Buy |
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|
2023
Q1 | $72K | Buy |
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|
2022
Q4 | $59.8K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $11K | Hold |
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|
2022
Q1 | $12K | Buy |
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|
2021
Q4 | $7K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $21K | Sell |
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|
2021
Q1 | $83K | Sell |
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|
2020
Q4 | $1.2M | Buy |
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