High Net Worth Advisory Group’s iShares Gold Trust IAU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $208K | Buy |
+3,329
| New | +$208K | 0.06% | 221 |
|
|
2023
Q1 | – | Sell |
-3,238
| Closed | -$112K | – | 366 |
|
|
2022
Q4 | $112K | Hold |
3,238
| – | – | 0.04% | 235 |
|
|
2022
Q3 | $102K | Hold |
3,238
| – | – | 0.04% | 237 |
|
|
2022
Q2 | $111K | Hold |
3,238
| – | – | 0.05% | 230 |
|
|
2022
Q1 | $119K | Hold |
3,238
| – | – | 0.04% | 230 |
|
|
2021
Q4 | $113K | Buy |
+3,238
| New | +$113K | 0.04% | 236 |
|