Holistic Financial Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.67M | Hold |
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|
2025
Q4 | $2.46M | Sell |
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|
2025
Q3 | $2.4M | Hold |
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|
2025
Q2 | $2.06M | Hold |
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|
2025
Q1 | $1.94M | Hold |
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|
2024
Q4 | $1.63M | Hold |
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|
2024
Q3 | $1.64M | Hold |
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|
2024
Q2 | $1.45M | Hold |
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|
2024
Q1 | $1.39M | Hold |
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|
2023
Q4 | $1.29M | Hold |
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|
2023
Q3 | $1.15M | Sell |
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|
2023
Q2 | $1.21M | Hold |
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|
2023
Q1 | $1.24M | Hold |
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|
2022
Q4 | $1.15M | Hold |
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|
2022
Q3 | $1.04M | Hold |
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|
2022
Q2 | $1.14M | Hold |
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|
2022
Q1 | $1.22M | Hold |
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|
2021
Q4 | $1.15M | Hold |
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|
2021
Q3 | $1.11M | Hold |
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|
2021
Q2 | $1.12M | Sell |
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|
2021
Q1 | $1.08M | Hold |
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|
2020
Q4 | $1.2M | Hold |
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|
2020
Q3 | $1.19M | Hold |
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|
2020
Q2 | $1.13M | Hold |
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|
2020
Q1 | $998K | Hold |
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|
2019
Q4 | $960K | Hold |
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|
2019
Q3 | $934K | Hold |
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|
2019
Q2 | $894K | Hold |
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|
2019
Q1 | $820K | Hold |
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|
2018
Q4 | $814K | Hold |
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|
2018
Q3 | $757K | Hold |
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|
2018
Q2 | $796K | Hold |
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|
2018
Q1 | $843K | Hold |
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|
2017
Q4 | $829K | Buy |
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