NewEdge 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
Q3 | $11.4M | Buy |
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|
2025
Q2 | $6.2M | Sell |
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|
2025
Q1 | $6.19M | Buy |
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|
2024
Q4 | $1M | Buy |
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|
2024
Q3 | $300K | Sell |
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|
2024
Q2 | $266K | Sell |
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|
2024
Q1 | $837K | Buy |
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|
2023
Q4 | $313K | Hold |
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|
2023
Q3 | $281K | Sell |
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|
2023
Q2 | $841K | Hold |
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|
2023
Q1 | $864K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $516K | Sell |
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|
2021
Q4 | $866K | Sell |
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|
2021
Q3 | $869K | Buy |
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|
2021
Q2 | $858K | Buy |
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|
2021
Q1 | $752K | Buy |
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