PDS Planning’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
Q3 | $913K | Buy |
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|
2025
Q2 | $782K | Buy |
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|
2025
Q1 | $739K | Buy |
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|
2024
Q4 | $617K | Buy |
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|
2024
Q3 | $606K | Buy |
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|
2024
Q2 | $531K | Buy |
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|
2024
Q1 | $507K | Sell |
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|
2023
Q4 | $475K | Buy |
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|
2023
Q3 | $423K | Buy |
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|
2023
Q2 | $439K | Buy |
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|
2023
Q1 | $450K | Sell |
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|
2022
Q4 | $423K | Buy |
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|
2022
Q3 | $385K | Buy |
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|
2022
Q2 | $419K | Buy |
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|
2022
Q1 | $432K | Hold |
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|
2021
Q4 | $408K | Hold |
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|
2021
Q3 | $392K | Sell |
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|
2021
Q2 | $413K | Sell |
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|
2021
Q1 | $402K | Buy |
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|
2020
Q4 | $439K | Hold |
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|
2020
Q3 | $436K | Hold |
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|
2020
Q2 | $412K | Buy |
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