PWM
PBMares Wealth Management’s iShares Gold Trust IAU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.44M | Sell |
23,075
-1,167
| -5% | -$72.8K | 0.26% | 49 |
|
|
2025
Q1 | $1.43M | Sell |
24,242
-1,510
| -6% | -$89K | 0.29% | 48 |
|
|
2024
Q4 | $1.27M | Sell |
25,752
-904
| -3% | -$44.8K | 0.26% | 54 |
|
|
2024
Q3 | $1.32M | Sell |
26,656
-496
| -2% | -$24.7K | 0.28% | 53 |
|
|
2024
Q2 | $1.19M | Sell |
27,152
-221
| -0.8% | -$9.71K | 0.29% | 57 |
|
|
2024
Q1 | $1.15M | Buy |
27,373
+905
| +3% | +$38K | 0.3% | 56 |
|
|
2023
Q4 | $1.03M | Sell |
26,468
-1,076
| -4% | -$42K | 0.31% | 56 |
|
|
2023
Q3 | $964K | Buy |
27,544
+5
| +0% | +$175 | 0.35% | 54 |
|
|
2023
Q2 | $1M | Sell |
27,539
-1,784
| -6% | -$64.9K | 0.36% | 51 |
|
|
2023
Q1 | $1.1M | Sell |
29,323
-87
| -0.3% | -$3.25K | 0.41% | 45 |
|
|
2022
Q4 | $1.02M | Sell |
29,410
-2,896
| -9% | -$100K | 0.41% | 48 |
|
|
2022
Q3 | $1.02M | Sell |
32,306
-23,950
| -43% | -$755K | 0.44% | 46 |
|
|
2022
Q2 | $1.93M | Sell |
56,256
-61
| -0.1% | -$2.09K | 0.83% | 22 |
|
|
2022
Q1 | $2.07M | Buy |
56,317
+22,917
| +69% | +$844K | 1.28% | 13 |
|
|
2021
Q4 | $1.16M | Sell |
33,400
-3,310
| -9% | -$115K | 0.49% | 42 |
|
|
2021
Q3 | $1.23M | Buy |
36,710
+4,394
| +14% | +$147K | 0.58% | 33 |
|
|
2021
Q2 | $1.09M | Sell |
32,316
-32,733
| -50% | -$1.1M | 0.59% | 37 |
|
|
2021
Q1 | $1.06M | Buy |
65,049
+1,439
| +2% | +$23.4K | 0.86% | 31 |
|
|
2020
Q4 | $1.15M | Buy |
63,610
+12,555
| +25% | +$228K | 1.33% | 19 |
|
|
2020
Q3 | $918K | Buy |
51,055
+14,200
| +39% | +$255K | 1.35% | 22 |
|
|
2020
Q2 | $626K | Buy |
36,855
+2,725
| +8% | +$46.3K | 0.94% | 37 |
|
|
2020
Q1 | $514K | Buy |
34,130
+18,360
| +116% | +$277K | 0.81% | 42 |
|
|
2019
Q4 | $229K | Buy |
+15,770
| New | +$229K | 0.27% | 108 |
|