FWL Investment Management’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
Q2 | $1.57M | Sell |
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|
2025
Q1 | $1.51M | Sell |
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|
2024
Q4 | $1.4M | Hold |
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|
2024
Q3 | $1.4M | Buy |
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|
2024
Q2 | $1.05M | Sell |
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|
2024
Q1 | $1.36M | Sell |
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|
2023
Q4 | $1.41M | Hold |
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|
2023
Q3 | $1.26M | Sell |
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|
2023
Q2 | $1.34M | Buy |
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|
2023
Q1 | $1.36M | Hold |
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|
2022
Q4 | $1.26M | Buy |
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|
2022
Q3 | $607K | Hold |
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|
2022
Q2 | $660K | Hold |
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|
2022
Q1 | $709K | Hold |
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|
2021
Q4 | $670K | Hold |
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|
2021
Q3 | $643K | Hold |
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|
2021
Q2 | $649K | Hold |
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|
2021
Q1 | $626K | Sell |
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|
2020
Q4 | $725K | Buy |
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