FWM
Foguth Wealth Management’s iShares Gold Trust IAU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.3M | Sell |
20,842
-11,380
| -35% | -$710K | 0.28% | 58 |
|
|
2025
Q1 | $1.9M | Sell |
32,222
-104,598
| -76% | -$6.17M | 0.46% | 40 |
|
|
2024
Q4 | $7.16M | Buy |
136,820
+52,084
| +61% | +$2.72M | 1.87% | 17 |
|
|
2024
Q3 | $4.2M | Sell |
84,736
-66,501
| -44% | -$3.29M | 1.53% | 21 |
|
|
2024
Q2 | $6.64M | Buy |
151,237
+34,826
| +30% | +$1.53M | 2.93% | 11 |
|
|
2024
Q1 | $4.89M | Buy |
+116,411
| New | +$4.89M | 2.62% | 9 |
|