GWSA
Global Wealth Strategies & Associates’s iShares Gold Trust IAU Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $7.22M | Sell |
115,834
-12,082
| -9% | -$753K | 2.07% | 10 |
|
2025
Q1 | $7.54M | Sell |
127,916
-5,586
| -4% | -$329K | 2.29% | 11 |
|
2024
Q4 | $6.61M | Buy |
133,502
+5,033
| +4% | +$249K | 2.07% | 12 |
|
2024
Q3 | $6.38M | Buy |
128,469
+182
| +0.1% | +$9.05K | 2.1% | 12 |
|
2024
Q2 | $5.64M | Buy |
128,287
+4,344
| +4% | +$191K | 2.02% | 12 |
|
2024
Q1 | $5.21M | Buy |
123,943
+3,760
| +3% | +$158K | 1.96% | 12 |
|
2023
Q4 | $4.69M | Buy |
120,183
+1,205
| +1% | +$47K | 1.95% | 11 |
|
2023
Q3 | $4.16M | Buy |
118,978
+6,212
| +6% | +$217K | 1.94% | 15 |
|
2023
Q2 | $4.1M | Buy |
112,766
+4,694
| +4% | +$171K | 1.93% | 16 |
|
2023
Q1 | $4.04M | Sell |
108,072
-1,668
| -2% | -$62.3K | 2.09% | 16 |
|
2022
Q4 | $3.8M | Buy |
+109,740
| New | +$3.8M | 2.2% | 16 |
|