DWM
Dakota Wealth Management’s iShares Gold Trust IAU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $21.5M | Buy |
344,512
+13,539
| +4% | +$844K | 0.45% | 49 |
|
|
2025
Q1 | $19.5M | Buy |
330,973
+4,853
| +1% | +$286K | 0.46% | 46 |
|
|
2024
Q4 | $16.1M | Buy |
326,120
+4,580
| +1% | +$227K | 0.37% | 55 |
|
|
2024
Q3 | $16M | Buy |
321,540
+5,623
| +2% | +$279K | 0.36% | 58 |
|
|
2024
Q2 | $13.9M | Sell |
315,917
-1,645
| -0.5% | -$72.3K | 0.33% | 66 |
|
|
2024
Q1 | $13.3M | Sell |
317,562
-1,109
| -0.3% | -$46.6K | 0.33% | 69 |
|
|
2023
Q4 | $12.4M | Sell |
318,671
-1,959
| -0.6% | -$76.5K | 0.48% | 50 |
|
|
2023
Q3 | $11.2M | Buy |
320,630
+312,127
| +3,671% | +$10.9M | 0.5% | 51 |
|
|
2023
Q2 | $309K | Sell |
8,503
-1,535
| -15% | -$55.9K | 0.01% | 474 |
|
|
2023
Q1 | $375K | Sell |
10,038
-180
| -2% | -$6.73K | 0.03% | 415 |
|
|
2022
Q4 | $353K | Buy |
+10,218
| New | +$353K | 0.03% | 414 |
|
|
2022
Q2 | – | Sell |
-5,772
| Closed | -$213K | – | 518 |
|
|
2022
Q1 | $213K | Buy |
+5,772
| New | +$213K | 0.02% | 404 |
|