LWM
Liberty 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 | $3.92M | Buy |
+62,890
| New | +$3.92M | 0.61% | 41 |
|
|
2025
Q1 | – | Sell |
-37,445
| Closed | -$1.85M | – | 171 |
|
|
2024
Q4 | $1.85M | Buy |
37,445
+30,999
| +481% | +$1.53M | 0.31% | 59 |
|
|
2024
Q3 | $320K | Sell |
6,446
-103
| -2% | -$5.11K | 0.05% | 153 |
|
|
2024
Q2 | $288K | Sell |
6,549
-375
| -5% | -$16.5K | 0.05% | 163 |
|
|
2024
Q1 | $291K | Sell |
6,924
-3,014
| -30% | -$127K | 0.06% | 147 |
|
|
2023
Q4 | $589K | Sell |
9,938
-32,068
| -76% | -$1.9M | 0.13% | 89 |
|
|
2023
Q3 | $1.47M | Buy |
42,006
+461
| +1% | +$16.1K | 0.37% | 48 |
|
|
2023
Q2 | $1.51M | Sell |
41,545
-11,602
| -22% | -$422K | 0.37% | 41 |
|
|
2023
Q1 | $1.97M | Buy |
+53,147
| New | +$1.97M | 0.41% | 51 |
|
|
2022
Q3 | $1.92M | Buy |
61,039
+1,006
| +2% | +$31.7K | 0.51% | 33 |
|
|
2022
Q2 | $2.06M | Sell |
60,033
-306
| -0.5% | -$10.5K | 0.84% | 28 |
|
|
2022
Q1 | $2.23M | Buy |
+60,339
| New | +$2.23M | 0.8% | 29 |
|
|
2021
Q4 | – | Sell |
-87,447
| Closed | -$2.93M | – | 47 |
|
|
2021
Q3 | $2.93M | Sell |
87,447
-16,250
| -16% | -$544K | 1.04% | 22 |
|
|
2021
Q2 | $3.49M | Buy |
103,697
+30,413
| +42% | +$1.02M | 1.36% | 17 |
|
|
2021
Q1 | $1.3M | Hold |
73,284
| – | – | 0.63% | 27 |
|
|
2020
Q4 | $1.3M | Buy |
73,284
+26,860
| +58% | +$475K | 0.63% | 27 |
|
|
2020
Q3 | $835K | Buy |
46,424
+1,364
| +3% | +$24.5K | 0.49% | 31 |
|
|
2020
Q2 | $766K | Sell |
45,060
-6,837
| -13% | -$116K | 0.54% | 33 |
|
|
2020
Q1 | $782K | Buy |
51,897
+4,058
| +8% | +$61.1K | 0.68% | 28 |
|
|
2019
Q4 | $694K | Buy |
47,839
+1,907
| +4% | +$27.7K | 0.55% | 33 |
|
|
2019
Q3 | $648K | Sell |
45,932
-13,978
| -23% | -$197K | 0.61% | 32 |
|
|
2019
Q2 | $809K | Buy |
59,910
+15,312
| +34% | +$207K | 0.71% | 25 |
|
|
2019
Q1 | $552K | Buy |
44,598
+1,000
| +2% | +$12.4K | 0.42% | 36 |
|
|
2018
Q4 | $535K | Buy |
+43,598
| New | +$535K | 0.4% | 34 |
|