PFG Private 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
Q3 | $255K | Buy |
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|
2025
Q2 | – | Sell |
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|
2025
Q1 | $50.1K | Hold |
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|
2024
Q4 | $42K | Hold |
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|
2024
Q3 | $42.2K | Hold |
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|
2024
Q2 | $37.3K | Hold |
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|
2024
Q1 | $35.7K | Hold |
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|
2023
Q4 | $33.1K | Sell |
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|
2023
Q3 | $29.7K | Hold |
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|
2023
Q2 | $30.9K | Hold |
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|
2023
Q1 | $31.8K | Hold |
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|
2022
Q4 | $29K | Hold |
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|
2022
Q3 | $27K | Hold |
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|
2022
Q2 | $29K | Hold |
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|
2022
Q1 | $31K | Hold |
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|
2021
Q4 | $30K | Hold |
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|
2021
Q3 | $28K | Buy |
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