Integrated Wealth Concepts’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 | $24.4M | Buy |
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|
2025
Q2 | $19.1M | Sell |
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|
2025
Q1 | $19.1M | Buy |
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|
2024
Q4 | $4.48M | Buy |
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|
2024
Q3 | $2.64M | Buy |
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|
2024
Q2 | $2.33M | Sell |
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|
2024
Q1 | $2.38M | Sell |
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|
2023
Q4 | $2.53M | Sell |
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|
2023
Q3 | $2.3M | Sell |
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|
2023
Q2 | $2.57M | Buy |
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|
2023
Q1 | $2.34M | Buy |
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|
2022
Q4 | $1.55M | Sell |
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|
2022
Q3 | $1.43M | Buy |
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|
2022
Q2 | $1.5M | Buy |
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|
2022
Q1 | $961K | Sell |
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|
2021
Q4 | $2.47M | Sell |
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|
2021
Q3 | $2.44M | Buy |
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|
2021
Q2 | $2.29M | Buy |
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|
2021
Q1 | $2.01M | Buy |
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|
2020
Q4 | $2.02M | Buy |
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|
2020
Q3 | $1.74M | Buy |
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|
2020
Q2 | $883K | Buy |
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|
2020
Q1 | $177K | Buy |
|