Dopkins 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
Q3 | $326K | Sell |
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|
2025
Q2 | $469K | Hold |
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|
2025
Q1 | $443K | Hold |
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|
2024
Q4 | $372K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $304K | Sell |
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|
2024
Q1 | $316K | Buy |
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|
2023
Q4 | $282K | Sell |
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|
2023
Q3 | $263K | Buy |
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|
2023
Q2 | $241K | Sell |
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|
2023
Q1 | $270K | Hold |
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|
2022
Q4 | $249K | Hold |
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|
2022
Q3 | $227K | Buy |
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|
2022
Q2 | $244K | Hold |
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|
2022
Q1 | $262K | Hold |
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|
2021
Q4 | $247K | Buy |
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