Lake Street Private Wealth’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 | $542K | Sell |
|
|||||
|
2025
Q2 | $476K | Sell |
|
|||||
|
2025
Q1 | $453K | Buy |
|
|||||
|
2024
Q3 | – | Sell |
|
|||||
|
2024
Q2 | $946K | Buy |
|
|||||
|
2024
Q1 | $899K | Hold |
|
|||||
|
2023
Q4 | $835K | Sell |
|
|||||
|
2023
Q3 | $786K | Buy |
|
|||||
|
2023
Q2 | $806K | Hold |
|
|||||
|
2023
Q1 | $828K | Sell |
|
|||||
|
2022
Q4 | $767K | Sell |
|
|||||
|
2022
Q3 | $720K | Sell |
|
|||||
|
2022
Q2 | $901K | Sell |
|
|||||
|
2022
Q1 | $985K | Buy |
|
|||||
|
2021
Q4 | $923K | Buy |
|
|||||
|
2021
Q2 | – | Sell |
|
|||||
|
2021
Q1 | $191K | Buy |
|