Exencial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $278K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $720K | Hold |
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|
2022
Q3 | $657K | Hold |
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|
2022
Q2 | $715K | Hold |
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|
2022
Q1 | $767K | Sell |
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|
2021
Q4 | $917K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $3.03M | Buy |
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|
2021
Q1 | $1.03M | Sell |
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|
2020
Q4 | $1.26M | Sell |
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|
2020
Q3 | $1.25M | Buy |
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|
2020
Q2 | $1.18M | Buy |
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|
2020
Q1 | $859K | Buy |
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