Phoenix Wealth Advisors’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 | $785K | Sell |
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|
2025
Q2 | $685K | Sell |
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|
2025
Q1 | $648K | Sell |
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|
2024
Q4 | $618K | Sell |
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|
2024
Q3 | $621K | Sell |
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|
2024
Q2 | $570K | Buy |
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|
2024
Q1 | $510K | Buy |
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|
2023
Q4 | $466K | Sell |
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|
2023
Q3 | $432K | Buy |
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|
2023
Q2 | $441K | Sell |
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|
2023
Q1 | $464K | Buy |
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|
2022
Q4 | $394K | Buy |
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|
2022
Q3 | $340K | Sell |
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|
2022
Q2 | $372K | Buy |
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|
2022
Q1 | $372K | Buy |
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|
2021
Q4 | $278K | Sell |
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|
2021
Q3 | $332K | Buy |
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|
2021
Q2 | $336K | Buy |
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|
2021
Q1 | $300K | Buy |
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|
2020
Q4 | $320K | Buy |
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