Keebeck Wealth Management’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 | $1.95M | Sell |
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|
2025
Q1 | $2.25M | Buy |
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|
2024
Q4 | $552K | Sell |
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|
2024
Q3 | $598K | Hold |
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|
2024
Q2 | $528K | Hold |
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|
2024
Q1 | $505K | Hold |
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|
2023
Q4 | $469K | Sell |
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|
2023
Q3 | $479K | Buy |
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|
2023
Q2 | $456K | Hold |
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|
2023
Q1 | $469K | Buy |
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|
2022
Q4 | $399K | Hold |
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|
2022
Q3 | $364K | Sell |
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|
2022
Q2 | $592K | Hold |
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|
2022
Q1 | $636K | Buy |
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|
2021
Q4 | $402K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $406K | Buy |
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