Regent Peak 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
Q4 | $341K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $202K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $294K | Sell |
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|
2021
Q3 | $8.81M | Buy |
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|
2021
Q2 | $9.05M | Buy |
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|
2021
Q1 | $7.51M | Buy |
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|
2020
Q4 | $5.85M | Buy |
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|
2020
Q3 | $5.73M | Buy |
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|
2020
Q2 | $4.64M | Buy |
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|
2020
Q1 | $3.88M | Buy |
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