Inspirion Wealth 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
Q3 | $505K | Hold |
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|
2025
Q2 | $633K | Hold |
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|
2025
Q1 | $599K | Hold |
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|
2024
Q4 | $508K | Hold |
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|
2024
Q3 | $505K | Sell |
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|
2024
Q2 | $448K | Hold |
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|
2024
Q1 | $428K | Hold |
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|
2023
Q4 | $397K | Buy |
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|
2023
Q3 | $355K | Sell |
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|
2023
Q2 | $399K | Buy |
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|
2023
Q1 | $339K | Buy |
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|
2022
Q4 | $217K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $215K | Buy |
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