LWM
Lakeridge Wealth Management’s iShares Gold Trust IAU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $509K | Hold |
8,156
| – | – | 0.23% | 80 |
|
|
2025
Q1 | $481K | Buy |
8,156
+784
| +11% | +$46.2K | 0.24% | 85 |
|
|
2024
Q4 | $365K | Hold |
7,372
| – | – | 0.19% | 99 |
|
|
2024
Q3 | $366K | Hold |
7,372
| – | – | 0.2% | 98 |
|
|
2024
Q2 | $324K | Hold |
7,372
| – | – | 0.19% | 102 |
|
|
2024
Q1 | $310K | Buy |
7,372
+340
| +5% | +$14.3K | 0.2% | 95 |
|
|
2023
Q4 | $274K | Buy |
+7,032
| New | +$274K | 0.2% | 96 |
|