Dakota 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
$21.5M Buy
2025
Q1
$19.5M Buy
2024
Q4
$16.1M Buy
2024
Q3
$16M Buy
2024
Q2
$13.9M Sell
2024
Q1
$13.3M Sell
2023
Q4
$12.4M Sell
2023
Q3
$11.2M Buy
2023
Q2
$309K Sell
2023
Q1
$375K Sell
2022
Q4
$353K Buy
2022
Q2
Sell
2022
Q1
$213K Buy