One Charles Private Wealth Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $465K | Hold |
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|
2025
Q4 | $428K | Hold |
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|
2025
Q3 | $383K | Hold |
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|
2025
Q2 | $329K | Hold |
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|
2025
Q1 | $311K | Buy |
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|
2024
Q4 | $234K | Hold |
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|
2024
Q3 | $235K | Hold |
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|
2024
Q2 | $208K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $6.38M | Buy |
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|
2020
Q2 | $4.87M | Buy |
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