Joseph P. Lucia & Associates’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 | $250K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $171K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $188K | Sell |
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|
2021
Q2 | $210K | Sell |
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|
2021
Q1 | $294K | Sell |
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|
2020
Q4 | $450K | Sell |
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|
2020
Q3 | $493K | Sell |
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|
2020
Q2 | $475K | Buy |
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|
2020
Q1 | $419K | Sell |
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|
2019
Q4 | $814K | Buy |
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|
2019
Q3 | $555K | Buy |
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|
2019
Q2 | $60K | Sell |
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|
2019
Q1 | $4.42K | Buy |
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