EverSource 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 | $45.7M | Buy |
|
|||||
|
2025
Q1 | $42.1M | Buy |
|
|||||
|
2024
Q4 | $34M | Buy |
|
|||||
|
2024
Q3 | $32.7M | Buy |
|
|||||
|
2024
Q2 | $30.2M | Sell |
|
|||||
|
2024
Q1 | $28.7M | Sell |
|
|||||
|
2023
Q4 | $28.8M | Buy |
|
|||||
|
2023
Q3 | $15.3M | Buy |
|
|||||
|
2023
Q2 | $13.5M | Buy |
|
|||||
|
2023
Q1 | $11.9M | Buy |
|
|||||
|
2022
Q4 | $9.48M | Buy |
|
|||||
|
2022
Q3 | $197K | Buy |
|
|||||
|
2022
Q2 | $197K | Sell |
|
|||||
|
2022
Q1 | $255K | Buy |
|
|||||
|
2021
Q4 | $180K | Buy |
|