FWP
Firethorn Wealth Partners’s iShares Gold Trust IAU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $608K | Sell |
9,744
-1,919
| -16% | -$120K | 0.26% | 82 |
|
|
2025
Q1 | $688K | Buy |
11,663
+4,577
| +65% | +$270K | 0.33% | 74 |
|
|
2024
Q4 | $351K | Buy |
7,086
+2,698
| +61% | +$134K | 0.17% | 102 |
|
|
2024
Q3 | $218K | Buy |
+4,388
| New | +$218K | 0.11% | 136 |
|
|
2021
Q2 | – | Sell |
-12,480
| Closed | -$203K | – | 134 |
|
|
2021
Q1 | $203K | Buy |
12,480
+620
| +5% | +$10.1K | 0.19% | 120 |
|
|
2020
Q4 | $215K | Buy |
+11,860
| New | +$215K | 0.23% | 92 |
|