Modera 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
Q2 | $3.95M | Buy |
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|
2025
Q1 | $3.69M | Buy |
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|
2024
Q4 | $2.98M | Sell |
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|
2024
Q3 | $3.19M | Buy |
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|
2024
Q2 | $2.78M | Sell |
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|
2024
Q1 | $2.68M | Sell |
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|
2023
Q4 | $2.58M | Buy |
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|
2023
Q3 | $2.31M | Buy |
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|
2023
Q2 | $2.25M | Buy |
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|
2023
Q1 | $1.37M | Sell |
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|
2022
Q4 | $1.3M | Sell |
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|
2022
Q3 | $1.19M | Buy |
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|
2022
Q2 | $1.23M | Buy |
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|
2022
Q1 | $1.28M | Buy |
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|
2021
Q4 | $1M | Buy |
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|
2021
Q3 | $955K | Buy |
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|
2021
Q2 | $957K | Buy |
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|
2021
Q1 | $904K | Buy |
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|
2020
Q4 | $1M | Buy |
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|
2020
Q3 | $985K | Sell |
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|
2020
Q2 | $934K | Sell |
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|
2020
Q1 | $872K | Sell |
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|
2019
Q4 | $937K | Sell |
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|
2019
Q3 | $949K | Sell |
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|
2019
Q2 | $932K | Sell |
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|
2019
Q1 | $960K | Buy |
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|
2018
Q4 | $941K | Sell |
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|
2018
Q3 | $976K | Sell |
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|
2018
Q2 | $1.09M | Sell |
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|
2018
Q1 | $1.4M | Sell |
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|
2017
Q4 | $1.38M | Sell |
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|
2017
Q3 | $1.75M | Sell |
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|
2017
Q2 | $1.84M | Buy |
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|
2017
Q1 | $1.76M | Sell |
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|
2016
Q4 | $1.76M | Sell |
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|
2016
Q3 | $2.11M | Sell |
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|
2016
Q2 | $2.18M | Sell |
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|
2016
Q1 | $2.37M | Sell |
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|
2015
Q4 | $2.25M | Sell |
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|
2015
Q3 | $2.39M | Sell |
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|
2015
Q2 | $2.77M | Sell |
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|
2015
Q1 | $2.93M | Sell |
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|
2014
Q4 | $3.18M | Sell |
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|
2014
Q3 | $3.72M | Sell |
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|
2014
Q2 | $4.55M | Buy |
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|
2014
Q1 | $3.27M | Sell |
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|
2013
Q4 | $3.43M | Buy |
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|
2013
Q3 | $3.35M | Buy |
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|
2013
Q2 | $2.25M | Buy |
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