Continuum Wealth Advisors’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 | $423K | Hold |
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|
2025
Q2 | $363K | Hold |
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|
2025
Q1 | $343K | Hold |
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|
2024
Q4 | $288K | Buy |
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|
2024
Q3 | $288K | Hold |
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|
2024
Q2 | $255K | Sell |
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|
2024
Q1 | $251K | Buy |
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|
2023
Q4 | $225K | Hold |
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|
2023
Q3 | $202K | Sell |
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|
2023
Q2 | $211K | Buy |
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|
2023
Q1 | $216K | Sell |
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|
2022
Q4 | $207K | Buy |
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