Highland Financial Advisors’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 | $7.58M | Sell |
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|
2025
Q1 | $7.8M | Sell |
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|
2024
Q4 | $7.08M | Sell |
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|
2024
Q3 | $7.34M | Sell |
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|
2024
Q2 | $7.81M | Sell |
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|
2024
Q1 | $8.14M | Sell |
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|
2023
Q4 | $8.18M | Sell |
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|
2023
Q3 | $7.57M | Buy |
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|
2023
Q2 | $7.8M | Sell |
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|
2023
Q1 | $8.28M | Sell |
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|
2022
Q4 | $7.69M | Sell |
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|
2022
Q3 | $7.14M | Sell |
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|
2022
Q2 | $7.79M | Buy |
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