Insight Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $6.49M | Sell |
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|
2025
Q2 | $5.58M | Sell |
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|
2025
Q1 | $9.43M | Sell |
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|
2024
Q4 | $8.41M | Buy |
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|
2024
Q3 | $8.14M | Buy |
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|
2024
Q2 | $6.96M | Buy |
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|
2024
Q1 | $6.57M | Buy |
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|
2023
Q4 | $6.08M | Buy |
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|
2023
Q3 | $5.21M | Sell |
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|
2023
Q2 | $5.47M | Sell |
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|
2023
Q1 | $6.35M | Sell |
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|
2022
Q4 | $5.93M | Buy |
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|
2022
Q3 | $5.4M | Sell |
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|
2022
Q2 | $6.25M | Buy |
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|
2022
Q1 | $6.66M | Buy |
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|
2021
Q4 | $6.25M | Buy |
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|
2021
Q3 | $5.93M | Sell |
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|
2021
Q2 | $6.6M | Sell |
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|
2021
Q1 | $6.49M | Buy |
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|
2020
Q4 | $6.25M | Buy |
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|
2020
Q3 | $4.11M | Buy |
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|
2020
Q2 | $3.26M | Buy |
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|
2020
Q1 | $2.34M | Buy |
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|
2019
Q4 | $2.14M | Buy |
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