CWA
Continuum Wealth Advisors’s iShares Gold Trust IAU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $363K | Hold |
5,818
| – | – | 0.17% | 41 |
|
|
2025
Q1 | $343K | Hold |
5,818
| – | – | 0.18% | 39 |
|
|
2024
Q4 | $288K | Buy |
5,818
+18
| +0.3% | +$891 | 0.15% | 46 |
|
|
2024
Q3 | $288K | Hold |
5,800
| – | – | 0.15% | 47 |
|
|
2024
Q2 | $255K | Sell |
5,800
-165
| -3% | -$7.25K | 0.13% | 51 |
|
|
2024
Q1 | $251K | Buy |
5,965
+195
| +3% | +$8.19K | 0.14% | 55 |
|
|
2023
Q4 | $225K | Hold |
5,770
| – | – | 0.15% | 45 |
|
|
2023
Q3 | $202K | Sell |
5,770
-20
| -0.3% | -$700 | 0.14% | 46 |
|
|
2023
Q2 | $211K | Buy |
5,790
+11
| +0.2% | +$400 | 0.15% | 47 |
|
|
2023
Q1 | $216K | Sell |
5,779
-212
| -4% | -$7.92K | 0.18% | 40 |
|
|
2022
Q4 | $207K | Buy |
+5,991
| New | +$207K | 0.21% | 45 |
|