FTWA
Fifth Third 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 | $4.67M | Buy |
74,944
+9,771
| +15% | +$609K | 0.2% | 93 |
|
|
2025
Q1 | $3.84M | Buy |
65,173
+5,882
| +10% | +$347K | 0.2% | 82 |
|
|
2024
Q4 | $2.94M | Buy |
59,291
+21,887
| +59% | +$1.08M | 0.16% | 92 |
|
|
2024
Q3 | $1.86M | Sell |
37,404
-668
| -2% | -$33.2K | 0.11% | 129 |
|
|
2024
Q2 | $1.67M | Buy |
38,072
+12,050
| +46% | +$529K | 0.13% | 113 |
|
|
2024
Q1 | $1.09M | Sell |
26,022
-2,362
| -8% | -$99.2K | 0.17% | 97 |
|
|
2023
Q4 | $1.11M | Buy |
28,384
+12,830
| +82% | +$501K | 0.36% | 62 |
|
|
2023
Q3 | $544K | Buy |
15,554
+9,149
| +143% | +$320K | 0.22% | 96 |
|
|
2023
Q2 | $233K | Buy |
+6,405
| New | +$233K | 0.15% | 130 |
|