JFS 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
Q2 | $811K | Sell |
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|
2025
Q1 | $914K | Buy |
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|
2024
Q4 | $191K | Hold |
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|
2024
Q3 | $192K | Buy |
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|
2024
Q2 | $103K | Sell |
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|
2024
Q1 | $108K | Buy |
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|
2023
Q4 | $83.6K | Hold |
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|
2023
Q3 | $75K | Hold |
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|
2023
Q2 | $78K | Hold |
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|
2023
Q1 | $80.1K | Hold |
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|
2022
Q4 | $74.1K | Buy |
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|
2022
Q3 | $5K | Hold |
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|
2022
Q2 | $6K | Hold |
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|
2022
Q1 | $6K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $50K | Hold |
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|
2019
Q4 | $48K | Hold |
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|
2019
Q3 | $46K | Buy |
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|
2013
Q4 | – | Sell |
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|
2013
Q3 | $153K | Hold |
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|
2013
Q2 | $143K | Buy |
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