EP 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.74M | Buy |
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|
2025
Q1 | $1.58M | Buy |
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|
2024
Q4 | $1.17M | Buy |
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|
2024
Q3 | $830K | Sell |
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|
2024
Q2 | $794K | Sell |
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|
2024
Q1 | $783K | Buy |
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|
2023
Q4 | $717K | Sell |
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|
2023
Q3 | $679K | Sell |
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|
2023
Q2 | $1.78M | Buy |
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|
2023
Q1 | $50K | Buy |
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|
2022
Q4 | $469K | Sell |
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|
2022
Q3 | $467K | Buy |
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|
2022
Q2 | $416K | Buy |
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|
2022
Q1 | $413K | Sell |
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|
2021
Q4 | $455K | Sell |
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|
2021
Q3 | $445K | Sell |
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|
2021
Q2 | $473K | Sell |
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|
2021
Q1 | $467K | Sell |
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|
2020
Q4 | $550K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $410K | Sell |
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|
2020
Q1 | $374K | Buy |
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|
2019
Q4 | $253K | Sell |
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|
2019
Q3 | $257K | Sell |
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|
2019
Q2 | $259K | Buy |
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|
2019
Q1 | $192K | Buy |
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|
2018
Q4 | $190K | Sell |
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|
2018
Q3 | $179K | Sell |
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|
2018
Q2 | $206K | Hold |
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|
2018
Q1 | $218K | Sell |
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|
2017
Q4 | $219K | Buy |
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|
2017
Q3 | $176K | Sell |
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|
2017
Q2 | $229K | Sell |
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|
2017
Q1 | $300K | Buy |
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|
2016
Q4 | $175K | Sell |
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|
2016
Q3 | $221K | Buy |
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|
2016
Q2 | $192K | Buy |
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|
2016
Q1 | $154K | Hold |
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|
2015
Q4 | $133K | Hold |
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|
2015
Q3 | $140K | Sell |
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|
2015
Q2 | $150K | Buy |
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|
2015
Q1 | $149K | Buy |
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