EWA
EverSource Wealth Advisors’s iShares Gold Trust IAU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $45.7M | Buy |
732,123
+18,890
| +3% | +$1.18M | 2.06% | 4 |
|
|
2025
Q1 | $42.1M | Buy |
713,233
+25,505
| +4% | +$1.5M | 2.31% | 5 |
|
|
2024
Q4 | $34M | Buy |
687,728
+29,300
| +4% | +$1.45M | 1.91% | 5 |
|
|
2024
Q3 | $32.7M | Buy |
658,428
+7,059
| +1% | +$351K | 2.07% | 5 |
|
|
2024
Q2 | $30.2M | Sell |
651,369
-11,352
| -2% | -$526K | 2% | 5 |
|
|
2024
Q1 | $28.7M | Sell |
662,721
-74,647
| -10% | -$3.23M | 2.26% | 6 |
|
|
2023
Q4 | $28.8M | Buy |
737,368
+300,497
| +69% | +$11.7M | 2.64% | 5 |
|
|
2023
Q3 | $15.3M | Buy |
436,871
+66,862
| +18% | +$2.34M | 1.62% | 8 |
|
|
2023
Q2 | $13.5M | Buy |
370,009
+51,298
| +16% | +$1.87M | 1.48% | 11 |
|
|
2023
Q1 | $11.9M | Buy |
318,711
+44,693
| +16% | +$1.67M | 1.48% | 11 |
|
|
2022
Q4 | $9.48M | Buy |
274,018
+267,780
| +4,293% | +$9.26M | 1.44% | 11 |
|
|
2022
Q3 | $197K | Buy |
6,238
+496
| +9% | +$15.7K | 0.05% | 300 |
|
|
2022
Q2 | $197K | Sell |
5,742
-1,176
| -17% | -$40.3K | 0.05% | 259 |
|
|
2022
Q1 | $255K | Buy |
6,918
+1,758
| +34% | +$64.8K | 0.06% | 226 |
|
|
2021
Q4 | $180K | Buy |
+5,160
| New | +$180K | 0.05% | 238 |
|