EPG 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
$704K Hold
2025
Q2
$603K Hold
2025
Q1
$570K Hold
2024
Q4
$479K Sell
2024
Q3
$537K Buy
2024
Q2
Sell
2024
Q1
$462K Hold
2023
Q4
$415K Hold
2023
Q3
$385K Hold
2023
Q2
$400K Hold
2023
Q1
$411K Hold
2022
Q4
$381K Hold
2022
Q3
$347K Hold
2022
Q2
$378K Hold
2022
Q1
$405K Buy
2020
Q2
Sell
2020
Q1
$59K Buy
2019
Q4
$28K Buy