PBMares Wealth Management’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 | $1.44M | Sell |
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|
2025
Q1 | $1.43M | Sell |
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|
2024
Q4 | $1.27M | Sell |
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|
2024
Q3 | $1.32M | Sell |
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|
2024
Q2 | $1.19M | Sell |
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|
2024
Q1 | $1.15M | Buy |
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|
2023
Q4 | $1.03M | Sell |
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|
2023
Q3 | $964K | Buy |
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|
2023
Q2 | $1M | Sell |
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|
2023
Q1 | $1.1M | Sell |
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|
2022
Q4 | $1.02M | Sell |
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|
2022
Q3 | $1.02M | Sell |
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|
2022
Q2 | $1.93M | Sell |
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|
2022
Q1 | $2.07M | Buy |
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|
2021
Q4 | $1.16M | Sell |
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|
2021
Q3 | $1.23M | Buy |
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|
2021
Q2 | $1.09M | Sell |
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|
2021
Q1 | $1.06M | Buy |
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|
2020
Q4 | $1.15M | Buy |
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|
2020
Q3 | $918K | Buy |
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|
2020
Q2 | $626K | Buy |
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|
2020
Q1 | $514K | Buy |
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|
2019
Q4 | $229K | Buy |
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