Schechter Investment 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
Q1 | $419K | Hold |
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|
2024
Q4 | $352K | Hold |
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|
2024
Q3 | $353K | Hold |
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|
2024
Q2 | $312K | Hold |
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|
2024
Q1 | $299K | Hold |
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|
2023
Q4 | $278K | Hold |
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|
2023
Q3 | $249K | Hold |
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|
2023
Q2 | $259K | Hold |
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|
2023
Q1 | $266K | Hold |
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|
2022
Q4 | $246K | Hold |
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|
2022
Q3 | $224K | Buy |
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