Robertson Stephens Wealth Management’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
Q2 | $2.44M | Sell |
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|
2025
Q1 | $2.44M | Buy |
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|
2024
Q4 | $1.34M | Buy |
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|
2024
Q3 | $900K | Sell |
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|
2024
Q2 | $920K | Sell |
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|
2024
Q1 | $1.98M | Buy |
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|
2023
Q4 | $1.51M | Hold |
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|
2023
Q3 | $1.35M | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $359K | Buy |
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|
2020
Q3 | $227K | Hold |
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|
2020
Q2 | $215K | Buy |
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