Fermata 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 | $6.23M | Sell |
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|
2025
Q2 | $5.54M | Sell |
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|
2025
Q1 | $5.95M | Sell |
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|
2024
Q4 | $5.32M | Sell |
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|
2024
Q3 | $7.02M | Buy |
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|
2024
Q2 | $6.06M | Sell |
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|
2024
Q1 | $5.87M | Sell |
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|
2023
Q4 | $5.67M | Buy |
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|
2023
Q3 | $4.93M | Buy |
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|
2023
Q2 | $4.72M | Buy |
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|
2023
Q1 | $1.62M | Sell |
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|
2022
Q4 | $4.54M | Buy |
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|
2022
Q3 | $4.01M | Buy |
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|
2022
Q2 | $4M | Buy |
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|
2022
Q1 | $3.48M | Buy |
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|
2021
Q4 | $2.68M | Sell |
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|
2021
Q3 | $3.35M | Sell |
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|
2021
Q2 | $3.75M | Buy |
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|
2021
Q1 | $3.35M | Buy |
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