Oak Harbor Wealth Partners’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 | $931K | Hold |
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|
2025
Q2 | $798K | Hold |
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|
2025
Q1 | $754K | Hold |
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|
2024
Q4 | $633K | Hold |
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|
2024
Q3 | $636K | Hold |
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|
2024
Q2 | $562K | Hold |
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|
2024
Q1 | $537K | Hold |
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|
2023
Q4 | $499K | Sell |
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|
2023
Q3 | $456K | Hold |
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|
2023
Q2 | $475K | Sell |
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|
2023
Q1 | $510K | Sell |
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|
2022
Q4 | $488K | Sell |
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|
2022
Q3 | $454K | Sell |
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|
2022
Q2 | $505K | Hold |
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|
2022
Q1 | $543K | Hold |
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|
2021
Q4 | $513K | Buy |
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