NEWAS
N.E.W. Advisory Services’s iShares Gold Trust IAU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $83.4K | Buy |
1,337
+88
| +7% | +$5.49K | 0.01% | 261 |
|
|
2025
Q1 | $73.6K | Buy |
+1,249
| New | +$73.6K | 0.01% | 310 |
|
|
2022
Q2 | – | Sell |
-12,189
| Closed | -$199K | – | 137 |
|
|
2022
Q1 | $199K | Buy |
+12,189
| New | +$199K | 0.04% | 124 |
|
|
2021
Q3 | – | Sell |
-6,093
| Closed | -$205K | – | 132 |
|
|
2021
Q2 | $205K | Sell |
6,093
-6,096
| -50% | -$205K | 0.03% | 129 |
|
|
2021
Q1 | $201K | Buy |
+12,189
| New | +$201K | 0.04% | 125 |
|