RWA Wealth Partners’s iShares Gold Trust IAU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.75M | Buy |
108,225
+85,389
| +374% | +$5.32M | 0.08% | 129 |
|
|
2025
Q1 | $1.35M | Buy |
22,836
+14,581
| +177% | +$860K | 0.02% | 280 |
|
|
2024
Q4 | $409K | Sell |
8,255
-37,598
| -82% | -$1.86M | 0.01% | 440 |
|
|
2024
Q3 | $2.28M | Buy |
45,853
+21,990
| +92% | +$1.09M | 0.03% | 239 |
|
|
2024
Q2 | $1.05M | Sell |
23,863
-32,747
| -58% | -$1.44M | 0.01% | 295 |
|
|
2024
Q1 | $2.38M | Sell |
56,610
-340
| -0.6% | -$14.3K | 0.03% | 219 |
|
|
2023
Q4 | $2.22M | Buy |
56,950
+50,149
| +737% | +$1.96M | 0.03% | 215 |
|
|
2023
Q3 | $238K | Sell |
6,801
-3,834
| -36% | -$134K | 0.01% | 341 |
|
|
2023
Q2 | $387K | Sell |
10,635
-50,942
| -83% | -$1.85M | 0.01% | 255 |
|
|
2023
Q1 | $2.3M | Sell |
61,577
-7,124
| -10% | -$266K | 0.06% | 95 |
|
|
2022
Q4 | $2.45M | Buy |
+68,701
| New | +$2.45M | 0.06% | 97 |
|
|
2020
Q3 | – | Sell |
-29,604
| Closed | -$1.01M | – | 220 |
|
|
2020
Q2 | $1.01M | Sell |
29,604
-9,162
| -24% | -$311K | 0.12% | 100 |
|
|
2020
Q1 | $1.17M | Sell |
38,766
-607
| -2% | -$18.3K | 0.17% | 87 |
|
|
2019
Q4 | $1.14M | Buy |
+39,373
| New | +$1.14M | 0.11% | 113 |
|
|
2019
Q2 | – | Sell |
-52,076
| Closed | -$1.29M | – | 234 |
|
|
2019
Q1 | $1.29M | Buy |
+52,076
| New | +$1.29M | 0.15% | 102 |
|
|
2018
Q3 | – | Sell |
-3,878
| Closed | -$93K | – | 455 |
|
|
2018
Q2 | $93K | Buy |
3,878
+2,091
| +117% | +$50.1K | 0.01% | 333 |
|
|
2018
Q1 | $45K | Buy |
+1,787
| New | +$45K | 0.01% | 353 |
|
|
2017
Q4 | – | Sell |
-46,297
| Closed | -$1.14M | – | 243 |
|
|
2017
Q3 | $1.14M | Sell |
46,297
-3,789
| -8% | -$93.3K | 0.13% | 112 |
|
|
2017
Q2 | $1.2M | Sell |
50,086
-4,983
| -9% | -$119K | 0.15% | 97 |
|
|
2017
Q1 | $1.32M | Buy |
+55,069
| New | +$1.32M | 0.17% | 90 |
|