Dynamic Wealth Strategies’s iShares Gold Trust IAU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $27.8K | Buy |
446
+66
| +17% | +$4.12K | 0.02% | 151 |
|
|
2025
Q1 | $22.4K | Buy |
+380
| New | +$22.4K | 0.02% | 170 |
|
|
2024
Q4 | – | Sell |
-384
| Closed | -$19K | – | 135 |
|
|
2024
Q3 | $19K | Sell |
384
-286
| -43% | -$14.2K | 0.02% | 174 |
|
|
2024
Q2 | $29K | Hold |
670
| – | – | 0.02% | 144 |
|
|
2024
Q1 | $28K | Sell |
670
-2,049
| -75% | -$85.6K | 0.02% | 146 |
|
|
2023
Q4 | $106K | Buy |
+2,719
| New | +$106K | 0.1% | 90 |
|