OCPWS
One Charles Private Wealth Services’s iShares Gold Trust IAU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $329K | Hold |
5,269
| – | – | 0.09% | 108 |
|
|
2025
Q1 | $311K | Buy |
5,269
+540
| +11% | +$31.8K | 0.1% | 107 |
|
|
2024
Q4 | $234K | Hold |
4,729
| – | – | 0.08% | 132 |
|
|
2024
Q3 | $235K | Hold |
4,729
| – | – | 0.09% | 135 |
|
|
2024
Q2 | $208K | Buy |
+4,729
| New | +$208K | 0.09% | 140 |
|
|
2020
Q4 | – | Sell |
-354,900
| Closed | -$6.39M | – | 38 |
|
|
2020
Q3 | $6.39M | Buy |
354,900
+68,309
| +24% | +$1.23M | 3.93% | 11 |
|
|
2020
Q2 | $4.87M | Buy |
+286,591
| New | +$4.87M | 2.52% | 12 |
|