HWA
Hillcrest Wealth Advisors’s iShares Gold Trust IAU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $290K | Hold |
4,650
| – | – | 0.14% | 42 |
|
|
2025
Q1 | $274K | Hold |
4,650
| – | – | 0.14% | 43 |
|
|
2024
Q4 | $230K | Hold |
4,650
| – | – | 0.11% | 49 |
|
|
2024
Q3 | $231K | Hold |
4,650
| – | – | 0.12% | 45 |
|
|
2024
Q2 | $204K | Buy |
+4,650
| New | +$204K | 0.11% | 46 |
|
|
2023
Q1 | – | Sell |
-8,675
| Closed | -$300K | – | 49 |
|
|
2022
Q4 | $300K | Sell |
8,675
-4,250
| -33% | -$147K | 0.18% | 38 |
|
|
2022
Q3 | $408K | Buy |
12,925
+5,650
| +78% | +$178K | 0.26% | 38 |
|
|
2022
Q2 | $250K | Buy |
+7,275
| New | +$250K | 0.15% | 44 |
|
|
2022
Q1 | – | Sell |
-12,550
| Closed | -$437K | – | 51 |
|
|
2021
Q4 | $437K | Sell |
12,550
-3,750
| -23% | -$131K | 0.24% | 38 |
|
|
2021
Q3 | $545K | Buy |
16,300
+5,950
| +57% | +$199K | 0.32% | 34 |
|
|
2021
Q2 | $349K | Sell |
10,350
-9,550
| -48% | -$322K | 0.21% | 40 |
|
|
2021
Q1 | $324K | Buy |
19,900
+9,400
| +90% | +$153K | 0.2% | 43 |
|
|
2020
Q4 | $190K | Hold |
10,500
| – | – | 0.13% | 50 |
|
|
2020
Q3 | $189K | Buy |
+10,500
| New | +$189K | 0.13% | 57 |
|
|
2019
Q3 | – | Sell |
-14,500
| Closed | -$196K | – | 40 |
|
|
2019
Q2 | $196K | Sell |
14,500
-4,100
| -22% | -$55.4K | 0.17% | 40 |
|
|
2019
Q1 | $230K | Sell |
18,600
-29,175
| -61% | -$361K | 0.2% | 37 |
|
|
2018
Q4 | $587K | Buy |
+47,775
| New | +$587K | 0.55% | 29 |
|