QPWM
Quadrant Private 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 | $421K | Sell |
6,745
-1,851
| -22% | -$115K | 0.09% | 163 |
|
|
2025
Q1 | $507K | Hold |
8,596
| – | – | 0.13% | 138 |
|
|
2024
Q4 | $426K | Buy |
8,596
+195
| +2% | +$9.66K | 0.1% | 162 |
|
|
2024
Q3 | $418K | Buy |
8,401
+214
| +3% | +$10.6K | 0.1% | 159 |
|
|
2024
Q2 | $360K | Sell |
8,187
-910
| -10% | -$40K | 0.08% | 172 |
|
|
2024
Q1 | $382K | Hold |
9,097
| – | – | 0.1% | 161 |
|
|
2023
Q4 | $355K | Hold |
9,097
| – | – | 0.1% | 164 |
|
|
2023
Q3 | $318K | Hold |
9,097
| – | – | 0.11% | 156 |
|
|
2023
Q2 | $331K | Sell |
9,097
-425
| -4% | -$15.5K | 0.1% | 171 |
|
|
2023
Q1 | $356K | Hold |
9,522
| – | – | 0.11% | 156 |
|
|
2022
Q4 | $329K | Buy |
+9,522
| New | +$329K | 0.11% | 162 |
|
|
2022
Q2 | $327K | Hold |
9,522
| – | – | 0.13% | 142 |
|
|
2022
Q1 | $351K | Hold |
9,522
| – | – | 0.13% | 146 |
|
|
2021
Q4 | $331K | Hold |
9,522
| – | – | 0.12% | 160 |
|
|
2021
Q3 | $318K | Hold |
9,522
| – | – | 0.13% | 147 |
|
|
2021
Q2 | $321K | Sell |
9,522
-9,523
| -50% | -$321K | 0.13% | 149 |
|
|
2021
Q1 | $310K | Hold |
19,045
| – | – | 0.13% | 152 |
|
|
2020
Q4 | $345K | Hold |
19,045
| – | – | 0.15% | 131 |
|
|
2020
Q3 | $343K | Sell |
19,045
-1,000
| -5% | -$18K | 0.17% | 116 |
|
|
2020
Q2 | $341K | Hold |
20,045
| – | – | 0.2% | 113 |
|
|
2020
Q1 | $302K | Buy |
+20,045
| New | +$302K | 0.25% | 96 |
|