Geneos Wealth 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
Q3 | $4.36M | Buy |
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|
2025
Q2 | $3.72M | Sell |
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|
2025
Q1 | $7.05M | Buy |
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|
2024
Q4 | $2.79M | Sell |
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|
2024
Q3 | $2.86M | Buy |
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|
2024
Q2 | $2.51M | Buy |
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|
2024
Q1 | $145K | Buy |
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|
2023
Q4 | $119K | Buy |
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|
2023
Q3 | $96.9K | Buy |
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|
2023
Q2 | $52.3K | Sell |
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|
2023
Q1 | $89.3K | Buy |
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|
2022
Q4 | $69K | Buy |
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|
2022
Q3 | $41K | Sell |
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|
2022
Q2 | $201K | Buy |
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|
2022
Q1 | $193K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $20.5M | Sell |
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|
2020
Q4 | $259K | Buy |
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|
2020
Q3 | $352K | Buy |
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|
2020
Q2 | $324K | Buy |
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|
2020
Q1 | $258K | Sell |
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|
2019
Q4 | $243K | Buy |
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|
2019
Q3 | $200K | Buy |
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|
2019
Q2 | $148K | Buy |
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|
2019
Q1 | $127K | Sell |
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|
2018
Q4 | $128K | Sell |
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|
2018
Q3 | $122K | Sell |
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|
2018
Q2 | $134K | Sell |
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|
2018
Q1 | $159K | Sell |
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|
2017
Q4 | $156K | Hold |
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|
2017
Q3 | $154K | Sell |
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|
2017
Q2 | $153K | Buy |
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|
2017
Q1 | $140K | Sell |
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|
2016
Q4 | $135K | Sell |
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|
2016
Q3 | $317K | Sell |
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|
2016
Q2 | $408K | Buy |
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|
2016
Q1 | $230K | Buy |
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