J.W. Cole 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
Q2 | $2.84M | Sell |
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|
2025
Q1 | $2.69M | Buy |
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|
2024
Q4 | $1.53M | Sell |
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|
2024
Q3 | $1.8M | Buy |
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|
2024
Q2 | $1.59M | Sell |
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|
2024
Q1 | $1.61M | Sell |
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|
2023
Q4 | $1.85M | Buy |
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|
2023
Q3 | $1.39M | Sell |
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|
2023
Q2 | $1.48M | Sell |
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|
2023
Q1 | $1.65M | Buy |
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|
2022
Q4 | $1.24M | Buy |
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|
2022
Q3 | $1.12M | Sell |
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|
2022
Q2 | $1.42M | Buy |
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|
2022
Q1 | $1.16M | Buy |
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|
2021
Q4 | $726K | Buy |
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|
2021
Q3 | $668K | Buy |
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|
2021
Q2 | $645K | Buy |
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|
2021
Q1 | $608K | Buy |
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|
2020
Q4 | $641K | Sell |
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|
2020
Q3 | $850K | Buy |
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|
2020
Q2 | $658K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $1.12M | Buy |
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