Outlook Wealth Advisors’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
Q2 | $1.04M | Sell |
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|
2025
Q1 | $989K | Buy |
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|
2024
Q4 | $541K | Sell |
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|
2024
Q3 | $544K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $483K | Sell |
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|
2022
Q1 | $550K | Sell |
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|
2021
Q4 | $588K | Sell |
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|
2021
Q3 | $586K | Sell |
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|
2021
Q2 | $602K | Sell |
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|
2021
Q1 | $629K | Sell |
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|
2020
Q4 | $2.08M | Sell |
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|
2020
Q3 | $2.1M | Buy |
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|
2020
Q2 | $1.69M | Buy |
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|
2020
Q1 | $1.34M | Buy |
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|
2019
Q4 | $271K | Buy |
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