Litman Gregory Wealth Management’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
Q4 | $23.3K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $1.35M | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $36K | Buy |
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|
2020
Q4 | $38K | Hold |
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|
2020
Q3 | $37K | Hold |
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|
2020
Q2 | $35K | Hold |
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|
2020
Q1 | $31K | Sell |
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|
2019
Q4 | $48K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $70K | Sell |
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|
2015
Q4 | $1.28M | Buy |
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