Legend Financial Advisors’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 | $15.9M | Sell |
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|
2025
Q2 | $13.7M | Sell |
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|
2025
Q1 | $14.1M | Sell |
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|
2024
Q4 | $13.3M | Sell |
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|
2024
Q3 | $13.8M | Sell |
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|
2024
Q2 | $12.4M | Sell |
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|
2024
Q1 | $12.2M | Buy |
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|
2023
Q4 | $11.3M | Sell |
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|
2023
Q3 | $10.4M | Buy |
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|
2023
Q2 | $10.8M | Sell |
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|
2023
Q1 | $11.7M | Sell |
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|
2022
Q4 | $11.1M | Sell |
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|
2022
Q3 | $10.2M | Sell |
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|
2022
Q2 | $11.5M | Sell |
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|
2022
Q1 | $21.8M | Buy |
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|
2021
Q4 | $10.4M | Sell |
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|
2021
Q3 | $21.8M | Buy |
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|
2021
Q2 | $20.7M | Buy |
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|
2021
Q1 | $1.59M | Sell |
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|
2020
Q4 | $19.8M | Sell |
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|
2020
Q3 | $21.6M | Buy |
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|
2020
Q2 | $20.3M | Buy |
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|
2020
Q1 | $11.9M | Buy |
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|
2019
Q4 | $7.77M | Sell |
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|
2019
Q3 | $7.77M | Buy |
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|
2019
Q2 | $7.29M | Sell |
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|
2019
Q1 | $6.82M | Buy |
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