RDWM
Red Door 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 | $2.84M | Buy |
45,604
+879
| +2% | +$54.8K | 0.34% | 63 |
|
|
2025
Q1 | $2.64M | Buy |
44,725
+6,269
| +16% | +$370K | 0.39% | 61 |
|
|
2024
Q4 | $1.9M | Buy |
38,456
+5,856
| +18% | +$290K | 0.29% | 67 |
|
|
2024
Q3 | $1.62M | Buy |
32,600
+2,292
| +8% | +$114K | 0.27% | 70 |
|
|
2024
Q2 | $1.33M | Buy |
30,308
+5,610
| +23% | +$246K | 0.23% | 71 |
|
|
2024
Q1 | $1.04M | Sell |
24,698
-814
| -3% | -$34.2K | 0.2% | 76 |
|
|
2023
Q4 | $996K | Sell |
25,512
-425
| -2% | -$16.6K | 0.22% | 74 |
|
|
2023
Q3 | $908K | Sell |
25,937
-725
| -3% | -$25.4K | 0.23% | 72 |
|
|
2023
Q2 | $970K | Buy |
26,662
+1,859
| +7% | +$67.6K | 0.22% | 80 |
|
|
2023
Q1 | $927K | Sell |
24,803
-2,095
| -8% | -$78.3K | 0.29% | 69 |
|
|
2022
Q4 | $930K | Buy |
26,898
+75
| +0.3% | +$2.59K | 0.31% | 71 |
|
|
2022
Q3 | $845K | Sell |
26,823
-1,631
| -6% | -$51.4K | 0.32% | 69 |
|
|
2022
Q2 | $976K | Buy |
+28,454
| New | +$976K | 0.36% | 65 |
|
|
2022
Q1 | – | Sell |
-61,908
| Closed | -$2.16M | – | 148 |
|
|
2021
Q4 | $2.16M | Sell |
61,908
-3,071
| -5% | -$107K | 0.71% | 50 |
|
|
2021
Q3 | $2.17M | Sell |
64,979
-22,426
| -26% | -$749K | 0.83% | 41 |
|
|
2021
Q2 | $2.95M | Sell |
87,405
-152,006
| -63% | -$5.12M | 1.15% | 30 |
|
|
2021
Q1 | $3.89M | Buy |
239,411
+197,115
| +466% | +$3.2M | 1.98% | 13 |
|
|
2020
Q4 | $767K | Sell |
42,296
-3,642
| -8% | -$66K | 0.45% | 58 |
|
|
2020
Q3 | $828K | Buy |
45,938
+33,155
| +259% | +$598K | 0.61% | 49 |
|
|
2020
Q2 | $217K | Buy |
12,783
+7,629
| +148% | +$130K | 0.16% | 92 |
|
|
2020
Q1 | $77K | Buy |
+5,154
| New | +$77K | 0.07% | 140 |
|