Naviter Wealth’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 | $1.94M | Buy |
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|
2025
Q1 | $1.79M | Buy |
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|
2024
Q4 | $1.52M | Buy |
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|
2024
Q3 | $1.52M | Buy |
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|
2024
Q2 | $1.03M | Buy |
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|
2024
Q1 | $397K | Sell |
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|
2023
Q4 | $1.27M | Hold |
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|
2023
Q3 | $1.13M | Sell |
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|
2023
Q2 | $1.57M | Hold |
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|
2023
Q1 | $1.61M | Sell |
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|
2022
Q4 | $10.4M | Sell |
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|
2022
Q3 | $19.9M | Buy |
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|
2022
Q2 | $17.7M | Sell |
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|
2022
Q1 | $20.8M | Sell |
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|
2021
Q4 | $29.1M | Buy |
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