GWP
Gateway 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 | $900K | Sell |
14,438
-5,314
| -27% | -$331K | 0.17% | 132 |
|
|
2025
Q1 | $1.16M | Buy |
19,752
+7,350
| +59% | +$433K | 0.26% | 98 |
|
|
2024
Q4 | $614K | Buy |
12,402
+7,387
| +147% | +$366K | 0.16% | 143 |
|
|
2024
Q3 | $249K | Buy |
+5,015
| New | +$249K | 0.07% | 239 |
|