Divergent 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
2024
Q3
$861K Buy
2024
Q2
$758K Buy
2024
Q1
$649K Sell
2023
Q4
$610K Buy
2023
Q3
$536K Buy
2023
Q2
$434K Buy
2023
Q1
$414K Buy
2018
Q4
Sell
2018
Q3
$107K Hold
2018
Q2
$112K Hold
2018
Q1
$118K Buy