OA
Operose Advisors’s iShares Gold Trust IAU Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $52.3K | Hold |
839
| – | – | 0.01% | 225 |
|
2025
Q1 | $49.5K | Buy |
+839
| New | +$49.5K | 0.02% | 211 |
|
2023
Q1 | – | Sell |
-501
| Closed | -$17.3K | – | 368 |
|
2022
Q4 | $17.3K | Sell |
501
-392
| -44% | -$13.6K | 0.01% | 232 |
|
2022
Q3 | $28K | Buy |
893
+25
| +3% | +$784 | 0.02% | 190 |
|
2022
Q2 | $30K | Hold |
868
| – | – | 0.02% | 173 |
|
2022
Q1 | $32K | Hold |
868
| – | – | 0.02% | 179 |
|
2021
Q4 | $30K | Buy |
+868
| New | +$30K | 0.02% | 169 |
|