Congress 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
Q2 | $410K | Sell |
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|
2025
Q1 | $1.93M | Buy |
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|
2024
Q4 | $1.23M | Sell |
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|
2024
Q3 | $1.27M | Sell |
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|
2024
Q2 | $1.24M | Sell |
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|
2024
Q1 | $1.84M | Buy |
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|
2023
Q4 | $1.26M | Sell |
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|
2023
Q3 | $1.17M | Sell |
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|
2023
Q2 | $1.24M | Sell |
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|
2023
Q1 | $1.46M | Sell |
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|
2022
Q4 | $1.44M | Sell |
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|
2022
Q3 | $3.47M | Buy |
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|
2022
Q2 | $238K | Hold |
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|
2022
Q1 | $255K | Buy |
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|
2021
Q4 | $210K | Buy |
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