Evolution 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
Q3 | $646K | Buy |
|
|||||
|
2025
Q2 | $545K | Buy |
|
|||||
|
2025
Q1 | $447K | Buy |
|
|||||
|
2024
Q4 | $351K | Buy |
|
|||||
|
2024
Q3 | $208K | Buy |
|
|||||
|
2024
Q1 | – | Sell |
|
|||||
|
2023
Q4 | $315K | Hold |
|
|||||
|
2023
Q3 | $283K | Sell |
|
|||||
|
2023
Q2 | $298K | Hold |
|
|||||
|
2023
Q1 | $306K | Sell |
|
|||||
|
2022
Q4 | $303K | Sell |
|
|||||
|
2022
Q3 | $298K | Hold |
|
|||||
|
2022
Q2 | $324K | Hold |
|
|||||
|
2022
Q1 | $348K | Hold |
|
|||||
|
2021
Q4 | $329 | Buy |
|
|||||
|
2021
Q3 | – | Sell |
|
|||||
|
2021
Q2 | $17K | Hold |
|
|||||
|
2021
Q1 | $16K | Sell |
|
|||||
|
2020
Q4 | $170K | Hold |
|
|||||
|
2020
Q3 | $169K | Sell |
|
|||||
|
2020
Q2 | $446K | Sell |
|
|||||
|
2020
Q1 | $422K | Buy |
|
|||||
|
2019
Q4 | $332K | Buy |
|
|||||
|
2019
Q1 | – | Sell |
|
|||||
|
2018
Q4 | $201K | Buy |
|