J.W. Coons 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 | $1.48M | Hold |
|
|||||
|
2025
Q1 | $1.4M | Hold |
|
|||||
|
2024
Q4 | $1.17M | Buy |
|
|||||
|
2024
Q3 | $1.18M | Buy |
|
|||||
|
2024
Q2 | $1.03M | Hold |
|
|||||
|
2024
Q1 | $987K | Sell |
|
|||||
|
2023
Q4 | $948K | Hold |
|
|||||
|
2023
Q3 | $850K | Sell |
|
|||||
|
2023
Q2 | $902K | Hold |
|
|||||
|
2023
Q1 | $927K | Sell |
|
|||||
|
2022
Q4 | $873K | Sell |
|
|||||
|
2022
Q3 | $820K | Buy |
|
|||||
|
2022
Q2 | $808K | Buy |
|
|||||
|
2022
Q1 | $833K | Buy |
|
|||||
|
2021
Q4 | $616K | Sell |
|
|||||
|
2021
Q3 | $595K | Sell |
|
|||||
|
2021
Q2 | $607K | Sell |
|
|||||
|
2021
Q1 | $701K | Hold |
|
|||||
|
2020
Q4 | $782K | Sell |
|
|||||
|
2020
Q3 | $975K | Hold |
|
|||||
|
2020
Q2 | $915K | Hold |
|
|||||
|
2020
Q1 | $819K | Buy |
|