OWA
Outlook Wealth Advisors’s iShares Gold Trust IAU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.04M | Sell |
16,700
-74
| -0.4% | -$4.62K | 0.27% | 73 |
|
|
2025
Q1 | $989K | Buy |
16,774
+5,841
| +53% | +$344K | 0.28% | 71 |
|
|
2024
Q4 | $541K | Sell |
10,933
-4
| -0% | -$198 | 0.16% | 125 |
|
|
2024
Q3 | $544K | Buy |
+10,937
| New | +$544K | 0.16% | 124 |
|
|
2022
Q3 | – | Sell |
-14,091
| Closed | -$483K | – | 189 |
|
|
2022
Q2 | $483K | Sell |
14,091
-847
| -6% | -$29K | 0.2% | 126 |
|
|
2022
Q1 | $550K | Sell |
14,938
-1,951
| -12% | -$71.8K | 0.18% | 127 |
|
|
2021
Q4 | $588K | Sell |
16,889
-658
| -4% | -$22.9K | 0.17% | 128 |
|
|
2021
Q3 | $586K | Sell |
17,547
-318
| -2% | -$10.6K | 0.19% | 129 |
|
|
2021
Q2 | $602K | Sell |
17,865
-20,803
| -54% | -$701K | 0.19% | 133 |
|
|
2021
Q1 | $629K | Sell |
38,668
-76,205
| -66% | -$1.24M | 0.22% | 116 |
|
|
2020
Q4 | $2.08M | Sell |
114,873
-2,028
| -2% | -$36.8K | 0.76% | 31 |
|
|
2020
Q3 | $2.1M | Buy |
116,901
+17,406
| +17% | +$313K | 0.84% | 26 |
|
|
2020
Q2 | $1.69M | Buy |
99,495
+10,818
| +12% | +$184K | 0.72% | 38 |
|
|
2020
Q1 | $1.34M | Buy |
88,677
+69,971
| +374% | +$1.05M | 0.75% | 34 |
|
|
2019
Q4 | $271K | Buy |
+18,706
| New | +$271K | 0.15% | 125 |
|