Rooted Wealth Advisors’s iShares Gold Trust Micro IAUM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $931K | Buy |
|
|||||
|
2025
Q2 | $786K | Buy |
|
|||||
|
2025
Q1 | $680K | Sell |
|
|||||
|
2024
Q4 | $647K | Sell |
|
|||||
|
2024
Q3 | $665K | Sell |
|
|||||
|
2024
Q2 | $636K | Sell |
|
|||||
|
2024
Q1 | $632K | Buy |
|
|||||
|
2023
Q4 | $542K | Buy |
|
|||||
|
2023
Q3 | $497K | Buy |
|
|||||
|
2023
Q2 | $432K | Buy |
|
|||||
|
2023
Q1 | $350K | Buy |
|
|||||
|
2022
Q4 | $300K | Buy |
|