Laurel Wealth Advisors (North Carolina)’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 | $125K | Buy |
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|
2025
Q1 | $7.37K | Hold |
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|
2024
Q4 | $6.19K | Hold |
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|
2024
Q3 | $6.21K | Hold |
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|
2024
Q2 | $5.49K | Sell |
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|
2024
Q1 | $5.67K | Sell |
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|
2023
Q4 | $29.7K | Hold |
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|
2023
Q3 | $26.7K | Hold |
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|
2023
Q2 | $27.7K | Hold |
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|
2023
Q1 | $28.5K | Buy |
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|
2022
Q4 | $26K | Hold |
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|
2022
Q3 | $24K | Hold |
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|
2022
Q2 | $26K | Hold |
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|
2022
Q1 | $28K | Sell |
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|
2021
Q4 | $27K | Hold |
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|
2021
Q3 | $26K | Sell |
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|
2021
Q2 | $117K | Buy |
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|
2021
Q1 | $55K | Buy |
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|
2020
Q4 | $28K | Sell |
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|
2020
Q3 | $32K | Hold |
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|
2020
Q2 | $31K | Buy |
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|
2020
Q1 | $8K | Sell |
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|
2019
Q4 | $13K | Buy |
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