Forvis Mazars 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $951K | Buy |
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|
2025
Q2 | $780K | Buy |
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|
2025
Q1 | $735K | Buy |
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|
2024
Q4 | $603K | Hold |
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|
2024
Q3 | $605K | Sell |
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|
2024
Q2 | $557K | Hold |
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|
2024
Q1 | $533K | Sell |
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|
2023
Q4 | $501K | Hold |
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|
2023
Q3 | $449K | Sell |
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|
2023
Q2 | $479K | Buy |
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|
2023
Q1 | $436K | Sell |
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|
2022
Q4 | $412K | Sell |
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|
2022
Q3 | $392K | Sell |
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|
2022
Q2 | $501K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $269K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $294K | Buy |
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|
2019
Q1 | $231K | Hold |
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|
2018
Q4 | $229K | Sell |
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|
2018
Q3 | $303K | Sell |
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|
2018
Q2 | $472K | Hold |
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|
2018
Q1 | $500K | Buy |
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|
2017
Q4 | $154K | Buy |
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