GeoWealth 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 | $651K | Sell |
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|
2025
Q1 | $690K | Buy |
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|
2024
Q4 | $435K | Buy |
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|
2024
Q3 | $358K | Sell |
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|
2024
Q2 | $337K | Buy |
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|
2024
Q1 | $248K | Buy |
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|
2023
Q4 | $208K | Sell |
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|
2023
Q3 | $370K | Sell |
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|
2023
Q2 | $409K | Buy |
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|
2023
Q1 | $319K | Buy |
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|
2022
Q4 | $282K | Buy |
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|
2022
Q3 | $235K | Buy |
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|
2022
Q2 | $148K | Buy |
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|
2022
Q1 | $154K | Buy |
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|
2021
Q4 | $135K | Buy |
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|
2021
Q3 | $97K | Buy |
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|
2021
Q2 | $58K | Buy |
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|
2021
Q1 | $38K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $154K | Sell |
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|
2019
Q3 | $815K | Buy |
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