Principle Wealth Partners’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 | $1.51M | Buy |
|
|||||
|
2025
Q2 | $1.16M | Buy |
|
|||||
|
2025
Q1 | $1.01M | Buy |
|
|||||
|
2024
Q4 | $815K | Hold |
|
|||||
|
2024
Q3 | $818K | Hold |
|
|||||
|
2024
Q2 | $723K | Buy |
|
|||||
|
2024
Q1 | $672K | Hold |
|
|||||
|
2023
Q4 | $624K | Hold |
|
|||||
|
2023
Q3 | $560K | Hold |
|
|||||
|
2023
Q2 | $582K | Hold |
|
|||||
|
2023
Q1 | $598K | Hold |
|
|||||
|
2022
Q4 | $553K | Sell |
|
|||||
|
2022
Q3 | $508 | Sell |
|
|||||
|
2022
Q2 | $581K | Hold |
|
|||||
|
2022
Q1 | $623K | Hold |
|
|||||
|
2021
Q4 | $589K | Hold |
|
|||||
|
2021
Q3 | $566K | Hold |
|
|||||
|
2021
Q2 | $571K | Hold |
|
|||||
|
2021
Q1 | $550K | Hold |
|
|||||
|
2020
Q4 | $614K | Hold |
|
|||||
|
2020
Q3 | $609K | Hold |
|
|||||
|
2020
Q2 | $575K | Hold |
|
|||||
|
2020
Q1 | $510K | Buy |
|
|||||
|
2019
Q4 | $464K | Hold |
|
|||||
|
2019
Q3 | $451K | Hold |
|
|||||
|
2019
Q2 | $432K | Hold |
|
|||||
|
2019
Q1 | $396K | Hold |
|
|||||
|
2018
Q4 | $393K | Buy |
|