Crewe 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
Q2 | $43.5K | Buy |
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|
2025
Q1 | $18K | Hold |
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|
2024
Q4 | $15.1K | Hold |
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|
2024
Q3 | $15.2K | Hold |
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|
2024
Q2 | $13.4K | Hold |
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|
2024
Q1 | $12.8K | Hold |
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|
2023
Q4 | $11.9K | Sell |
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|
2023
Q3 | $83K | Hold |
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|
2023
Q2 | $86.4K | Sell |
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|
2023
Q1 | $109K | Buy |
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|
2022
Q4 | $44.5K | Buy |
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|
2022
Q3 | $11K | Buy |
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|
2022
Q2 | $1K | Hold |
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|
2022
Q1 | $1K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $6K | Sell |
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|
2018
Q3 | $26K | Hold |
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|
2018
Q2 | $27K | Hold |
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|
2018
Q1 | $29K | Hold |
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|
2017
Q4 | $28K | Buy |
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